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How to 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

Procedure:

Viewing the invoice

  1. Navigate to the Bills page (left menu) 
  2. View the Bill by clicking the Invoice Number
  3. Click More Actions
  4. Click Void and confirmScreen_Shot_2019-11-08_at_3.06.24_PM.png

Selecting the invoice from the Bills page

  1. Navigate to the Bills page (left menu) 
  2. Under the Bills sub-tab, select Awaiting Payment to find the invoice you wish to void
  3. Select the dropdown next to the Share button
  4. Click Void and confirm

    Screen_Shot_2019-11-08_at_3.07.57_PM.png

 

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