Withdrawal - Refund to Client/Depositor

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 client/depositor.

  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 Client/Depositor.

     

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

6. Save and Close

Completed!