Overview
In LawPay Pro, you can only delete from trust or offline payments.
Note: You cannot delete credit cards or online payments to preserve the payment and transaction information record. These payments can be refunded.
Delete Offline Payment
Navigate to Contacts.
Select the contact who's trust request you want to delete.
Select the Invoicing tab. By default, you will land on the Transaction History tab.
Click View next to the trust payment you want to delete.
Select Delete.
Confirm that you would like to completely delete the transaction from LawPay Pro.
Delete Trust Request/Quick Bill
Navigate to Invoicing.
Select the All tab.
Select the three vertical dots to the right of the request you want to delete.
Click Delete.
Confirm that you would like to completely delete the request from LawPay Pro.
Tip: LawPay Pro also has a Refund feature. Unlike the delete feature you just learned about, Refund lets you remove a partial or complete payment amount. Unlike the delete feature, Refund keeps a paper trail of the original payment with a notation that a refund has been processed.
Learn more: How do I refund a payment made on an invoice?