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.
Procedure:
Voiding from within the open invoice:
- Navigate to the main Billing tab
- View the Bill by clicking the Bill Id number
- Click More Actions
- Click Void
- Click Void invoice
Voiding the invoice from the main Billing tab:
- Navigate to the main Billing tab (left menu)
- Under the Bills sub-tab, select Unpaid to find the invoice you wish to void
- Click the dropdown arrow next to the Share button
- Click Void
- Click Void invoice