- I have extra client funds; how do I give the trust funds back?
- How to give a client back trust funds
- How to return client funds
- How to Disburse funds
- How to pay a third party charge or fee from Trust
- Transactions subtab
Any other pertinent information here.
- Go to the Contact or Matter depending on where the trust funds are located.
- Click the Transactions sub tab.
- Select the Trust Ledger and the in the right corner click Disburse Funds.
- Fill in the Amount and the click Disburse Funds.