KCS - How to Delete Draft Bills in Bulk

Objective:

  • How do I delete multiple Draft bills at once?

Environment:

  • Clio Web App

Additional Information:

Once a bill has been deleted, there is no way to recover that specific bill. However, Time Entries that were created and added to the Bill will be placed back into an un-billed state and can be billed again.

Procedure:

  1. Go to the main Bills tab
  2. Pick the Draft column
  3. Click the box beside the Bills you want to delete
  4. Click the drop-down arrow to the right of Submit for Approval
  5. Click Delete
  6. Click Delete Items in the pop-up box
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