Objective:
- What do I do if I created a Trust Request and recorded payment to the incorrect Client?
- How do I transfer Trust Funds to a different Client?
Environment:
- Clio Manage
Additional Information:
- If the Trust Request is in Draft, Pending Approval or Unpaid status, then it can be deleted/voided and then regenerated for the correct Client.
- For the steps on how to handle a Trust Request created in error, with mistakenly applied payments, click here.
Answer:
No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.