Objective:
- Why can't I delete a Trust Request payment?
Environment:
- Clio Manage
- Clio Payments
Additional Information:
- 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.
Answer:
You are unable to refund the payment, you would need to write a check to give the funds back to the client.