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How Do I Write Off Trust Requests Without Making A Payment?

Objective:

  • How to write off a Trust Request without making a payment

Environment:

  • Manage

Additional Information:

  • n/a

Answer:

Set the payment amount to 0, then click the "Adjust" checkbox, and click Record Payment. 

Receive_Payments___Clio_2021-03-25_11-07-15.png

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