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How to Edit Bill Settings to Stop or Allow Editing of Approved Bills

Objective:

  • Allow editing of approved bills and trust requests 
  • Enable editing of approved bills
  • Change permissions to be able to edit approved bills
  • Approved bill editing permissions

Environment:

  • Clio Manage

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.

For steps on how to edit approved bills, click here

Procedure:

  1. Go to Settings 
  2. Click on Billing
  3. Scroll down to the Bill States section
  4. Toggle the check box to Allow editing of approved Bills and Trust Requests
  5. Click Save Bill Settings
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