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Can I Edit The Payment Date On A Paid Trust Request?

Objective:

  • I would like to edit the date on a paid trust request
  • How do I edit a paid trust request

Environment:

  • Clio Manage

Additional Information:

For more information on how to disburse trust funds, click here.

Answer:

Once payments have been made on a Trust Request, they can not be edited or deleted. Trust Funds can be disbursed but the payment itself cannot be altered in any way. 

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