How To Delete A Bill

Objective:

• How to delete Bills in Draft.
• How to delete Bills in Pending Approval.
• Removing a Bill from Clio.
• How to delete a Draft Bill

Environment:

• Clio Manage

Additional Information:

You will only be able to delete Bills in the Draft or Pending Approval state. If you need to remove a Bill in Awaiting Payment state you will need to Void it. This article How To Void A Bill will detail the steps. 

Procedure:

1. Go to Bills
2. Choose the Bill State (Draft or Pending Approval)
3. Select the drop-down menu on the left beside "edit"
4. Click Delete