2017

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KCS - How to Edit a Trust Request

Objective:

  • n/a

Environment:

  • Clio Web App
  • Settings

Additional Information:

An approved bill is intended to be final and ready to send to a client. To maintain an accurate audit trail, we recommend that you do not edit approved bills.

Trust Requests can not be edited once a payment has been recorded as the payments cannot be reversed.

Procedure:

  1. Go to Settings using the gear icon in the top right
  2. Click on Billing in the third column
  3. Scroll down to the Bill States section
  4. Click on "Allow editing of approved Bills and Trust Requests"
  5. Save Bill Settings

 

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