Skip to main content

How to Override the Balance Due on Closing

Meaghan Morris avatar
Written by Meaghan Morris
Updated over 2 months ago
start iorad content - don't remove it

7 STEPS

1. First, click finances

2. Then, click on your adjustments tab


3. Select the toggle to override your balance due on closing


4. Type in the amount you wish to be reflected in your trust ledger

5. Your adjustments are now locked for editing while the override selection is turned on


6. Scroll down and click trust ledger


7. You will see the balance due on closing has now changed




Next steps: Go Live OR Practice

start iorad content - don't remove it


Did this answer your question?