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