Once a payment has been received on a Trust Request, it cannot be deleted (although credit card payments via Clio Payments can be voided up until the payment processing has completed).
If a payment has been received in error, or if you need to return trust funds to a client, you must record this disbursement.
First, navigate to the "Transactions" subtab of the Contact or the Matter—whichever you have assigned the trust funds to. (Trust funds may be assigned to either a Client or a Matter. For details, see the "Trust Account Management in Clio" support article.)
In this Matter's trust account ledger, we see that there is $1,000.
To disburse trust funds from this account, click "Disburse Funds". This will display the "Disburse Funds" modal.
Fill in the relevant fields and click "Disburse Funds". A negative entry is entered in the trust account ledger showing that the funds have been disbursed.