KCS - 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.

Environment:

  • Clio Web App

Additional Information:

This was only tested where the Bill was still associated with a Contact.

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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