Withdrawal in trust - Refund notary/lawyer

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

Here are the steps to do a withdrawal in trust to refund a notary/lawyer.

  1. Go in Transactions and click on the Edit button next to the transaction.

     

  2. Click on Trust.

     

  3. Click on Add withdrawal.

     

  4. Choose the transaction type to Withdrawal/Payment and the withdrawal type to Refund to Lawyer/Notary.

5. Put the amount and the date, as well as the payment method: other, check, electronic funds transfer or bank transfer.

6. Save and Close

Completed!

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