How to Edit a Trust Request

Objective:

• Trust Request
• How to edit a Trust Request
• Bills

Environment:

• Clio Manage
• Settings

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 approved bills.
• Trust Requests cannot be edited once a payment has been recorded as the payments cannot be reversed.
• For further information on how to allow the editing of a Trust Request, please see the following: How to Allow Editing of Approved Bills

Procedure:

1. Go to Bills
2. Locate the Trust Request (How Do I Filter Bills?)
3. Press the Dropdown arrow under Actions
4. Select Edit
5. Make adjustments to Trust Request
6. Press Save Invoice