Occasionally you may be required to refund a deposit. This may be caused by user error or perhaps a sale has fallen through.
To begin, locate the property holding the deposit
Select New Trust Payment.
The recipient automatically defaults to "Purchaser" however this can be updated to the relevant party
1- The date will default to "today's" date.
2- Our reference automatically populates
3- The Narration field will default to "Trust Refund for <<Address>> however this can be altered from the dropdown
4- Verify the Amount
5- Save and Close
The trust balance will now be reflected accordingly.