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Can I Delete a Trust Payment Recorded in Error or for Testing Purposes?

Question:

Can I delete a Trust Payment recorded by error or for testing purposes?

Objective:

  • Delete/Remove Trust Payment
  • Clean up Trust Accounting done by accident

Environment:

  • Clio Manage

Answer:

For Security and liability purposes, Payments that have been recorded on Trust Requests cannot be deleted. If these were made by mistake or for testing purposes, you may Disburse Funds (How To Disburse Funds) to rebalance the Trust Account. 

 

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