Withdrawal in trust - Cashing a transaction

Owned by sdecary (Unlicensed)
Last updated: Dec 11, 2020 by Marianne Desrosiers (Unlicensed)
1 min read

  1. Go into your transaction and click on the Trust button

 

2. Click on Add withdrawal

3. Put the Withdrawal type to Sale / Commission receipt

Choose the payment method: other, cheque, electronic funds transfer or bank transfer. Put the date and the amount.

By default, the beneficiary will be your agency as you are transferring or making a cheque from your trust account to your commission account. This operation automatically creates a cash receipt in the transaction.

4. Click Save and Close

Completed!