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How to Delete Pending Approval Bills in Bulk

Objective:

  • How do I delete multiple Pending Approval bills at once?

Environment:

  • Clio Manage

Additional Information:

Once a Bill has been deleted, you will be able to find it in the "All" section of the Bills tab. However, Time Entries that were created and added to the Bill will be placed back into an un-billed state and can be billed again.

Procedure:

  1. Navigate to the Matter's Bills subtab or the main Billing tab
  2. Click the Pending Approval tab on the top left
  3. Check off the boxes beside the Bills you want to delete
  4. Select Delete from the dropdown arrow at the top next to the Send button
  5. Click Delete Items in the pop-up box

 

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