KCS - How to Edit a Draft Bill

Objective:

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

Environment:

  • Clio Web App

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:

Previous Clio

  1. Viewing the Bill, click the blue Actions drop-down
  2. Click Edit
  3. Update any line items you want to change
  4. Click Update Original Record if you want the changes to be reflected in your Matter
  5. Click Update Invoice

New Clio

  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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