Business Staff can use this form to view, or find a specific client and convert part or all of his/her Deposit to Credit. Normally, the Legal Staff doesn’t have access to this form.

Clicking on “Convert to Credit” creates the below form to continue the process. See instructions below that form.

Note, columns that can be sorted by date, alphabetically, or numerically, have a pair of light gray up/down arrows following the column titles.

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