KCS - Is it Possible to 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 selected the Approve it

Environment:

  • Clio Web App
  • ...

Additional Information:

n/a

Answer:

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

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