- 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
- How to withdraw funds
- How do I enter a refund to a client from their IOLTA account?
- 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
- Click Disburse Funds
- Fill in the Amount
- Click Record Transaction