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I Cannot Void My Bill/Trust Request

Issue:

  • When I'm at the Bill and try to void it, it doesn't give me the option in the drop-down arrow.
  • Remove payment on a paid bill

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

You have a payment (partial or full) on the Bill

OR

Your Bill is for a Trust Request

Resolution:

  1. Navigate to the respective Invoice
  2. Navigate to the Payments tab at the top
  3. Select the drop-down arrow beside the Edit button
  4. Click Delete

OR

  1. Navigate to the Awaiting payment sub-tab in Bills
  2. Select the drop-down arrow beside the Share button on the respective Invoice
  3. Select Void

Screen_Shot_2020-05-05_at_8.18.48_PM.png

 You cannot delete a Trust Request Payment. More information can be found here.

 

 

 

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