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How Do I Void a Bill?

Objective:

  • How to delete an Approved Bill
  • Remove an Invoice from Awaiting Payment
  • Void Bill
  • How do I reverse an outstanding invoice? 

Environment:

  • Clio Manage

Additional Information:

If you do not see the option to Void the Bill within the Actions drop-down it may be due to a Payment or Credit Note being applied. These will need to be deleted before you are able to Void the Bill. For information, click here

For more information on how to delete Payments click here.

Resolution:

  1. Go into Payments in the invoice
  2. Delete any payments present
  3. Refresh the page
  4. Under Actions hit Void

Procedure:

Voiding from within the open invoice:

  1. Navigate to the main Billing tab
  2. View the Bill by clicking the Bill Id number
  3. Click More Actions
  4. Click Void
  5. Click Void invoice

    Screen_Shot_2019-11-08_at_3.06.24_PM.png

Voiding the invoice from the main Billing tab:

  1. Navigate to the main Billing tab (left menu) 
  2. Under the Bills sub-tab, select Unpaid to find the invoice you wish to void
  3. Click the dropdown arrow next to the Share button
  4. Click Void
  5. Click Void invoice

    Screen_Shot_2019-11-08_at_3.07.57_PM.png

 

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