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Withdrawal - Refund to Client/Depositor
Withdrawal - Refund to Client/Depositor
Here are the steps to do a withdrawal in trust to refund a client/depositor.
Go in Transactions and click on the Edit button next to the transaction.
Click on Trust.
Click on Add withdrawal.
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
Completed!