Objective:
- How to edit a line item
- How do I edit a Bill
- Editing Bills
- 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:
- Navigate to the Bill:
- Click on Billing in the left-hand sidebar.
- Click on Draft in the tool bar on the top of the page.
- Find the bill in question.
- Under the "Actions" column, there is an Edit button. Click on the Edit button.
- Make changes as needed.
- Click the blue Save Invoice button on the bottom left of the screen.