Please note that only Draft and Pending Approval bills can be deleted. Awaiting Payment or Paid bills must be voided. For more information, see the How to Void Bills article.
There are 2 areas that you can delete the draft bill:
- From the Draft bills or Pending Approval bills tab, locate the bill then select the drop down arrow next to "Edit" and choose "Delete". When deleting a bill you will be asked to confirm or reject the action by respectively clicking “Delete invoice” or “Cancel” in the dialogue box that appears.
- When viewing a single bill, the delete action can be found by clicking on "More Actions" at the upper right. From the drop-down options, select "Delete".
Considerations before Deleting a Bill
When you delete a bill, all the time and expenses go to an unbilled state and are free to bill again.
If you have made any direct changes or edits to a bill, and left the 'update records' box checked (top left of the Edit Bill page) they will be reflected in the Matter. If that box was not checked, the changes will be deleted once you delete the bill.