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How to Delete Draft and Pending Approval Bills in Bulk

Objective:

  • How do I delete multiple draft and pending approval bills at once?

Environment:

  • Clio Manage

Additional Information:

Once a bill has been deleted, you can find it in the Archive section of the Billing tab. Time and expense activities that were added to the bill will be placed back into an unbilled state and can be billed again.

Procedure:

  1. Go to the main Billing tab or the Bills subtab in a contact or matter.
  2. Click the Draft or Pending approval.
  3. Check the box beside the bills you want to delete.
  4. Click the down arrow next to Submit for Approval and select Delete.
  5. When the warning prompt appears, select Delete Items.
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