Objective:
- How to Delete a Bill in Draft
- How to Delete an Invoice
- How to Delete a Draft Bill
- How to Delete Bills in Pending Approval State
- Removing a Bill from Clio
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 an Unpaid state you will need to Void it. This article How To Void A Bill will detail the steps.
Procedure:
- Go to Bills
- Choose the Bill State (Draft or Pending Approval)
- Select the drop-down menu on the left beside Edit
- Click Delete