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Matter Balance: This will automatically update once you have entered the amount and will show the matter balance after this payment is finalised.
Step 4: After entering all of the relevant fields above, check your data. Then you can click on the Finalise and Print payment on the bottom left of the page.
Step 5: You will get a successful message at the top of your Trust Register. Click on the green button to open the report to print.
Click on the Trust reference number to re-open and look at your trust payment.
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This is the only change allowed on a finalise trust payment
If you do not wish to have this message continue to appear, it can be turned off in the Appliance Settings under the trust heading.
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You should be extremely cautious when reversing trust payments as trust accounts are a highly regulated and scrutinized aspect of law firms. Non-compliant trust accounting activities are the highest cause of lawyers being penalised or losing their practising certificates.