How to Remove a Void or Draft Watermark from a Bill

Objective:

• Remove Void from a Bill
• Remove Draft from a Bill

Environment:

• Clio Manage

Additional Information:

As a rule of thumb, a Draft or Voided Bill cannot be Paid. In order to apply a payment, you must first Approve the Bill -- then, the option to Record Payment will appear.
See More: Recording Payments on Bills

The DRAFT watermark indicates that the Bill has not been Approved yet, and is still in a Draft state. To remove the watermark, please Approve the Bill.

The VOID watermark indicates that the Bill had been voided by a User at the Firm. All of the entries on the Bill would have returned back to being Unbilled, allowing you to re-generate the invoice if needed.
See More: Billing Workflow: Options and Bill States

Procedure:

(To remove the watermark by changing the invoice status)

• If the Bill is showing "DRAFT":
  1. When viewing the Bill, click More Actions > Approve
  2. The Bill will go into an "Awaiting Payment" -- aka, an "Approved" state. 
• If the Bill is showing "VOID":
  • You cannot "un-void" a Bill -- the entries have already returned to being "Unbilled", and may already be on a different invoice.

(To fully remove the watermark, even when in Void/Draft state)

1. Select the gear icon to access the settings
2. Select Billing
3. Click on the Bill Themes sub-tab
4. Select the appropriate Bill Theme
5. Select Watermark from the left menu
6. Un-check either Show Draft Watermark or Show Void Watermark