To delete a settlement deposit, medpay deposit, or debits from the client trust, follow the steps below. Please note, you can also void line items from the trust rather than deleting them. This is a permission-based option.

Navigate to the Settlement Tab in the open case.

Click on the Client Trust section of the tab.

Find the line item you want to delete.

Click on the dropdown arrow at the end of the item row.

Select Delete from the dropdown menu.

The item will no longer be visible on the page.