KCS - How Do I See What State My Bill Is In?

Objective:

  • Is my Bill in Draft, Pending Approval, Awaiting Payment, Paid, Void, or Deleted state?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click on Bills
  2. Click on the All subtab
  3. Click on Filters
  4. Find the Bill by either:
    1. Using Filters 
    2. Entering the Bill number in the Search area and clicking Search
  5. Look at the Status column.

 

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