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How do I Void A Bill With No Matter Associated to It?

Objective:

  • I am trying to void a Bill where the Matter was deleted and is not in the Recovery Bin, but the contact is still linked to the Bill.
  • Voiding a Bill that is not linked to a Matter.

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

  1. Delete all Payments and Credit Notes associated with the Bill (if there are any)
  2. Click on the arrow next to Edit on the bill page, or More Actions at the top of the invoice if you are viewing the bill
  3. Select Void 
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