Objective:

• Can I delete a Trust request?
• Voiding a Trust request

Environment:

• Clio Manage

Additional Information:

• Please note that once a Payment has been applied to a Trust Request, you are unable to void nor delete the Bill. However, you are able to disburse the funds if the payment has been received in error or need to be returned to the client: How to Adjust Mistakenly Applied Trust Payments. Please see also: Why Can't I Delete Trust Request Payments?
• For further information on Trust Requests, please see the following: Trust Requests: Creating and Managing Trust Request Bills 

Procedure:

1. Go to Bills
2. Locate the Trust Request
3. Click More Actions
4. Press Delete/Void
5. Confirm you wish to delete the Trust Request