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Error When Deleting a Bank Account in Clio

Issue:

  • Why am I getting an error: "This account cannot be deleted because it is mapped to a Clio Payments merchant account.  Remove the mapping and try again." when trying to remove an Operating/Trust account in Clio?

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

LawPay account is linked to the bank account in the edit page of the bank account.

Resolution:

  1. Click the Accounts tab on the left
  2. Click Edit beside the bank account you want to remove
  3. Scroll to the bottom
  4. Under the LawPay Account dropdown select None
  5. Click Update Bank Account
  6. Click the arrow beside the Edit button of the bank account
  7. Click Delete

 

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