Refund Payments

Refund Vendor Payment

1. Go into your property via Real Estate > Properties
2. Click on the Expenses tab, followed by the Trust Ledger tab
3. Click the red Refund button
4. Select the Refund Type > Vendor Payment
5. Select the Vendor or their Solicitor in the To... list
6. Enter your date prepared, prepared by and refund amount
7. The Description is automatically generated for you, but you can modify this if needed
8. Click Next
9. Review your refund details, and click Confirm to create your refund

Refund Purchaser Deposit

1. Go into your property via Real Estate > Properties
2. Click on the Expenses tab, followed by the Trust Ledger tab
3. Click the red Refund button
4. Select the Refund Type > Purchaser Deposit
5. Select the Purchaser or their Solicitor in the To... list
6. Enter your date prepared, prepared by and refund amount
7. The Description is automatically generated for you, but you can modify this if needed
8. Click Next
9. Review your refund details, and click Confirm to create your refund