KCS - Fee Petition: Can I Delete the Transaction Related to a Payment Without Removing the Payment from a Bill?

Objective:

  • I need to generate a bill with all the time entries and expenses without voiding and or refunding payments.
  • I need to generate a single bill with all the activities from existing bills without refunding payments
  • Can I Generate A Single Bill With All Entries Without Refunding Payments

Environment:

  • Clio Web App

Additional Information:

How To Export Activities

How To Duplicate Time Entries

Answer:

Unfortunately, there is no way to delete transactions without refunding payments in order to generate a bill with all the activities. Few work arounds would be to Export Activities or duplicate each entry and generating a new bill. 

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