KCS - How to Allow Editing of Approved Bills

Objective:

  • Allow editing of approved bills and trust requests 

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:

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