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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:

In The New Clio Experience, 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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