Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Show a Deleted Payment in the Trust Ledger


  • I deleted a payment from trust and I want the payment and reimbursement to show in the trust ledger.


  • Clio Web App

Additional Information:

Deleting the payment from trust will delete all transactions (in your trust and operating accounts) associated with it.


To reflect these transactions in your trust ledger, add a disbursement using Disburse Funds, and add the refund using Add to return the funds to trust, showing the round-trip of the funds.

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