How to Delete a Time or Expense Entry That has Already Been Billed

Objective:

  • Remove a Billed Time Entry from a Matter entirely
  • How to permanently delete a Time or Expense entry

Environment:

  • Clio Web App 

Additional Information:

  • If the bill is Approved, you may need to enable the editing of Approved bills [see here for steps]

Procedure:

  1. Open the Bill
  2. Select Edit 
  3. Select Delete line item below the Entry 
  4. Select Update Invoice 
  5. Open the Matter where the Entry was originally entered
  6. Select the Expense or Time tab from within the Matter 
  7. Locate the Entry 
  8. Click the drop-down arrow next to Edit
  9. Click Delete
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