How to Clear a Trust Payment or Receipt

Owned by Karen McDonald
Last updated: Aug 23, 2022 by Gemma Heidemann
2 min read

How to Clear a Trust Payment

Once a Trust Cheque has been made and is ready to be cleared, it can be done so by going into the Trust Register, selecting the reference number of the cheque to be cleared and then selecting the ‘Clear Payment’ button from the top of the screen.

You will need to confirm the payment is to be cleared and that you have written evidence that it has been banked in the trust account e.g. bank statement. 

How to Clear a Trust Receipt

This should only be done if you have confirmation that the funds have been cleared in a shorter time than estimated when entering the receipt.

  1. Open the Trust Receipt. 

  2. Select the small Clear Now words on the right of the receipt. 

  3. Select Clear funds