Objective:
- How to find Drafts
- See Invoices in all different Bill States (Draft, Pending Approval, Unpaid, Paid)
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
To view most Bills:
- Go to Bills
- Select one of Draft, Pending Approval, Unpaid, or Paid
To see Bills that have been Voided, or Deleted:
- Go to Bills
- Click All
- Look at the Status column
Note: You can go to Bills either by the left sidebar, or within the Matter's Bills sub-tab.