- Why can't I delete a Trust Request payment?
- Clio Manage
- Clio Payments
- Trust Requests cannot be refunded on Clio as it goes into a Trust account, which requires stricter oversight than a deposit in the operating account.
- For steps on how to refund Trust Request payment within LawPay and reflect this within Clio, please see this article.
You are unable to refund the payment, you would need to write a check to give the funds back to the client.