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How to Void a Bill With No Line Items and No Payments?

Objective:

  • How to void a bill with no line items.
  • How to void a bill with no payment. 

Environment:

  • Clio Manage

Additional Information:

  • Deleting all the line items on a bill with no payments will result in the bill zeroing out and entering the "Paid" status. 

Procedure:

  1. Navigate to the main Billing tab on the left side of Clio Manage
  2. Find the bill you are looking to
  3. Click the drop-down arrow next to the Send button
  4. Click Void bill

void.png

 

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