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How to Convert an Outgoing Fund into a Cheque, Wire, or E-Transfer

Once you know how an anticipated outgoing fund will be paid, you can convert it directly into a specific payment method.

Step-by-Step Instructions: 

  1. Select the specific Matter and navigate to the Matter Transactions page.

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  2. Locate the outgoing fund (highlighted in red) and click the Actions button next to it.
  3. In the dropdown menu, select your preferred method of payment you would like to convert the outgoing fund to: cheque, e-transfer, or wire. 

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4. When selected, the outgoing fund will convert into the desired payment type.