Withdrawal in trust - Reimburse notary/lawyer (Complete)

Here are the steps to do withdrawal from your Trust account and refund a Lawyer / Notary.

1. To start, find your transaction and click on the pencil to open it.

   Open

   

    

2. Click on “Trust”

   Open

   

    

3. Click on “Add Withdrawal”

    

4. Select the following:

   • Transaction type: Withdrawal / Payment

   • Withdrawal type: Refund to lawyer/Notary
     
     

5. Complete the following fields:

   • Select the “Payment method”: Bank transferer, Cheque, Electronic Funds Transfer or Other.

   • Enter the “Cheque Date”

   • Enter the “Withdrawal Amount”
     
     

6. Save and Close

Print Cheque

To print a cheque go to:

1. Letters

2. Scroll down to Payment from Trust Account

    

3. Click on the letter logo

    

4. Select Cheque + Submit

    

5. Click on the pencil to view the format created

    

6. Once you have approved the cheque, click on PDF to print