Open the Sales record
Prior to creating trust payments ensure the client's bank details have been entered
Click through to the client's card to confirm
Enter bank details & Save
To process a transaction select New Trust Payment
Who are you returning funds to?
Choose the relevant party & confirm the amount prior to saving the transaction.
If the purchaser is to receive part payment and the vendor the remainder, then multiple trust payments would be created
Now that the trust balance is Zero, the status can be updated to "Fallen"
Save the Record
Fallen sales will be removed from the main screen however visible when including completed & fallen sales
