Objective:

• To fix a mistake made on a Trust Request, as the payment was received in error
• Correct misapplied Trust Fund deposits
• How do we Delete Trust Request Deposits from Clio?
• Reverse Trust Request Payment
• Remove Trust Payment recorded in error
• How to disburse funds

Environment:

• Clio Manage

Additional Information:

• If this payment was made via the LawPay integration, please see here for steps to refund the funds.
• Once a payment has been received on a Trust Request, it cannot be deleted (although credit card payments via Clio Payments can be voided up until the payment processing has completed). If a payment has been received in error, or if you need to return trust funds to a client, you must record a disbursement. See here for more details on why we do not allow deletions of Trust Request Payments
• A negative entry will be created in the trust account ledger showing that the funds have been disbursed.

Procedure:

1. Navigate to the Transactions subtab of the Contact or the Matter (whichever you have assigned the trust funds to)
2. Select the trust account
3. Click Disburse Funds
4. Fill in the relevant fields
5. Click Record Transaction
6. Once funds are disbursed, re-enter the payment as a new transaction within the trust account