Withdrawal - Refund to Client/Depositor

Here are the steps to do a withdrawal in trust to refund a client/depositor.

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

   Open

   

    

2. Click on Trust.

   Open

   

    

3. Click on Add withdrawal.

    

4. Choose the transaction type to Withdrawal/Payment and the withdrawal type to Refund to Client/Depositor.

    

5. Choose the Payment Method: other, check, electronic funds transfer or bank transfer.

6. Save and Close