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Can 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, 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. 

 

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