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How to Edit a Draft Bill

Objective:

  • How to edit a line item
  • Editing a draft bill
  • Edit invoice in draft stage

Environment:

  • Clio Manage

Additional Information:

Original records will be updated automatically however you can uncheck Update records (under the Issue date) to make changes to the bill without affecting the entries in the matter. 

Procedure:

  1. View the Bill
  2. Click on Edit at the top-right
  3. Make changes as needed
  4. Click Save Invoice
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