KCS - How to handle a Trust Request refund with Clio Payments

Objective:

  • Reflect a refund from Trust when a Clio Payment was recorded and completed on a Trust Request

Environment:

  • Clio Web App
  • LawPay

Additional Information:

If the payment has not been completed, it can simply be voided. If not, then it will need to be refunded within LawPay. This is because payments on Trust Requests cannot be edited or deleted. For more information, please see here

This is only for refunds of payments on Trust Requests. Refunds on payments for Bills can be done in Clio.

Procedure:

  1. Follow the LawPay instructions here to process the refund
  2. Navigate back to Clio
  3. Navigate to the Transactions tab of either the Client or Matter
  4. Select the trust account from the drop-down
  5. Select the Disburse Funds button
  6. Enter in the amount being refunded within the "Amount" field
  7. Populate the remaining fields as needed
  8. Select the Record Transaction button

 

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