KCS - How To Delete A Bill

Objective:

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

Environment:

  • Clio Web App
  • Bills > Draft
  • Bills > Pending Approval 

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 

 

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