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:
- Navigate to the respective Invoice
- Navigate to the Payments tab at the top
- Select the drop-down arrow beside the Edit button
- Click Delete
OR
- Navigate to the Awaiting payment sub-tab in Bills
- Select the drop-down arrow beside the Share button on the respective Invoice
- Select Void
You cannot delete a Trust Request Payment. More information can be found here.