Objective:
- Allow editing of approved bills and trust requests
- Enable editing of approved bills
Environment:
- Clio Web App
Additional Information:
An approved bill is intended to be final and ready to send to a client. To maintain an accurate record, we recommend that you do not edit Trust Requests.
Procedure:
- Go to Settings
- Click on Billing
- Scroll down to the Bill States section
- Check the box to Allow editing of approved Bills and Trust Requests
- Click Save Bill Settings