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

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