2017

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KCS - How to Void a Bill

Objective:

  • How to delete an Approved Bill
  • Remove an Invoice from Awaiting Payment

Environment:

  • Clio Web App
  • Bills

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.

Procedure:

In previous Clio:

  1. View the Bill
  2. Click Actions
  3. Click Void
  4. Click Ok

In new Clio:

  1. View the Bill
  2. Click More Actions
  3. Click Void
  4. Click Void Invoice

 

 

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