Choose the Trust Requests Tab.

Select the three dots underneath the Trust Request button for the contact whose trust request you want to edit.

Select Edit or Delete.
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Edit the Amount. Tip: Edit the amount or due date to remove overdue or outstanding status.

Update the Request, which changes the amount due when the client views the payment page.​
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If Deleting the Trust Request, Confirm that you want to Delete it.​​

Choose the Trust History Tab.

Under the ACTION column, select the Refund link.

Choose if the refund will be issued as an Online or Offline payment.

Add the Refund Amount or select Refund Entire Payment.
​IMPORTANT: If you select Offline payment, please note that this refund is only for record-keeping purposes and will not move actual funds out of your account.

Add Notes.

Select the Refund button. Online Payment Refunds will be debited from your bank account in 2-3 business days.

Once you’ve made a refund, a note will appear that a refund has been made in the DETAILS column.

Select the Invoices tab.

Click the $ icon button in the Invoices table OR Click the Invoice.
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Click Record Payment.

Complete the Record Payment form by selecting From Trust Account.

Select a Contact and Bank Account if different from the default.

Select Trust Account.

Add Amount and Notes.

Make Payment.

From the Dashboard, click the Collect Payment button.

Select the Contact.

Apply to the Trust Account or Trust Request.

Select the Trust Allocation to a case, or choose Unallocated.

Select the Offline Payment Tab.

Select the Payment Method.

Enter the Amount and any notes.

Click Deposit Funds.
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Confirm the Deposit and View the Deposit Confirmation.
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Once the payment has been recorded, you will see it on the Trust History screen.

Select Trust History.

Select Withdraw from Trust button.
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Select the Trust Account that the funds will come from. This can be from a case or an Unallocated account.

Select the date if different from the default date of today.

Enter the Amount.

Add notes if you wish.

If the funds are being withdrawn and deposited into an operating account, click the Transfer to Operating Account option and choose the correct operating account if you have multiple accounts.

Finally, click Withdraw.
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Note: There are situations where a firm need to move funds between the Trust account and the Operating account. For example, your firm sent an invoice to a client, accidentally selected Trust vs. operating as the deposit account, or the client pays, marking the invoice as paid and giving them a trust balance they should not have. The firm can either create a new invoice and pay it from the available trust funds OR withdraw the funds and transfer them to operating to correct their billing mistake without creating a separate invoice. This is a bookkeeping ledger entry only and is not a best practice.
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The withdrawal will appear as a line in the client's trust history.