This article may be out of date!
Visit the New Knowledge Center

Can Payments Be Deleted From Trust Requests?


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


  • Clio Manage

Additional Information:


No, any payments recorded on a Trust Request cannot be deleted.


If you have accidentally recorded trust funds using the Direct Payment option, please disburse them from the Trust account. 


Trust Funds received via Clio Payments Credit Card/eCheck options will need to be disbursed within Clio and manually disbursed from your Trust Bank account back to your client. 


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality