Voiding and Deleting Bills

Question 1

We all make mistakes sometimes and thankfully in Clio, it’s easy to adjust them.

Answer 1

If a bill has been generated in error or it needs to be redone, it can be deleted or voided. This allows you to start from scratch. Whether you delete or void will depend on the state the affected bill is currently in

Question 2

Deleting Bills

Answer 2

Bills in a Draft or Pending Approval status have an option to be deleted. This can be done either from the Draft or Pending Approval list by checking the bill(s) and using the drop-down menu to select “Delete.”

After the bill is deleted, the time and expense entries will return to being part of the Billable Clients list. A copy of the deleted bill will reside in the “All” tab.

Question 3

Voiding Bills

Answer 3

Once a bill has been approved, it cannot be deleted. However, it can be voided. The procedure for voiding bills is very similar to deleting, with the exception of the action being taken only on bills in Unpaid state. Voiding can only be done one at a time and only initiated after all payments or credit notes are removed from the bill

Question 4

After the bill is voided, the time and expense entries will return to being part of the Billable clients list

Answer 4

A copy of the voided bill with a VOID watermark will also be retained in the “All” bills list for future reference. Clio recognizes that it is good practice to maintain accurate records of bills that may have been sent out to a client previously and were later voided