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How Do I Delete a Matter That Has a Paid Bill?

Objective:

  • Unable to Delete Matter with a Bill associated to it

Environment:

  • Clio Manage

Additional Information:

  • You cannot delete a Matter until you have Voided any Bills in a Paid state.

Procedure:

  1. Locate the Paid Bill associated to the Invoice
  2. Payments in the invoice
  3. Click the arrow down button next to edit on the Payment (if there is one present) and click Delete
  4. Refresh the page
  5. Under More Actions click Void

 

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