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Can I Unapprove a Bill?

Objective:

  • Determine whether it is possible to move a Bill from Awaiting Payment back to Draft
  • Confirm if you can move an Invoice back to Draft after you've approved it
  • Undo a Bill approval
  • Revert Bill back to Draft
  • Change Bill back to Draft State
  • Is it possible to un-approve a bill?

Environment:

  • Clio Manage

Additional Information:

  • For more information on voiding Bills, click here.
  • For steps on enabling the editing of approved bills, click here

Answer:

No, once a Bill is Approved it can not be moved back to Draft. The Bill will need to be voided first, and then regenerated as a Draft.

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