- Trust Request
- How to edit a Trust Request
- Clio Manage
- 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
Go to Bills
Locate the Trust Request (How Do I Filter Bills?)
- Press the Dropdown arrow under Actions
- Select Edit
- Make adjustments to Trust Request
- Press Save Invoice