How to Undo a Trust Disbursement

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To undo a trust disbursement, follow these steps:

1) Click on the Invoicing & A/R tab.

2) Click on the Refund Or Modify A Payment button.

3) Select a client and click Next.

4) Select the trust deposit the disbursement was made from and click Next.

5) For "Action To Perform" select Delete A Payment Detail Item and click Next.

6) Select the line number of the detail item you wish to delete and click Next.

The detail item will be deleted and the amount will now be available for future disbursement.