KCS - How to Edit a Trust Request

Objective:

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

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 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
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