KCS - How do I View Only Bills in Draft, Pending Approval, Awaiting Payment, or Paid?

Objective:

  • How to find Drafts
  • See Invoices in all different Bill States (Draft, Pending Approval, Awaiting Payment, Paid)

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

To view most Bills:

  1. Go to Bills
  2. Select one of Draft, Pending Approval, Awaiting Payment, or Paid.

 

 To see Bills that have been Voided, or Deleted:

  1. Go to Bills
  2. Click All
  3. Look at the Status column.  

 

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