KCS - How To Change An Invoice Number

Objective:

  • How to Change a Bill Number
  • How to Change a Invoice ID
  • How to Change a Bill ID

Environment:

  • Clio Web App
  • Bills 

Additional Information:

If the Bill is paid in full we will need to remove the payment first, please make note of the payment details. After the payment has been removed, edit the Bill number, and then re-apply the payment. For steps on removing a Bill Payment please see: How to Remove a Bill Payment

Procedure:

  1. Navigate to the Bill you would like to Edit
  2. Click More Actions at the top right and select Edit
  3. At the top left click on the ID# field and enter desired Invoice Number
  4. Click Update Invoice

 

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