KCS - How To Delete a Payment

Objective:

  • How to delete a Bill payment
  • How to remove a misapplied payment
  • How to remove a Bill payment

Environment:

  • Clio Web App

Additional Information:

If you delete a Bill Payment from Trust, the money is returned back to the Trust Account.

Procedure:

  1. Open the Bill in question.
  2. Locate the Payments tab at the top right.
  3. Click on the Delete button located beside the Payment.
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