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Can Clio Payments Be Deleted From Trust Requests?

Objective:

  • Is it possible to delete Clio Payments from Trust Requests? 
  • Deleting Clio Payments from Trust Requests

Environment:

  • Clio Manage

Additional Information:

Answer:

No, Clio Payments cannot be deleted from Trust Requests. If have accidentally recorded trust funds, please disburse them from the Trust account. 

 

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