Voiding a cheque payment records a damaged cheque, so your client's funds account stays compliant with the requirement to record all cheques. Recording a voided cheque logs the cheque reference and the reason it was voided. With voided cheques recorded, your client funds ledger remains complete and audit-ready.
Void a cheque payment
- Go to Accounts and select the relevant client funds account.
- Click New payment.
- Under Payment type, select Cheque and add the reference number for the damaged cheque.
- Select the Void Cheque checkbox.
- Under Reason, enter why you are voiding the cheque.
- Click Record transaction.
Up next
- Release Client Funds: Return remaining client funds to your client, pay a third party from client funds, or correct funds applied in error.
- Client Fund Reconciliation in Clio: Reconcile your client funds account against your bank statement.