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How to Edit a Draft Bill

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:

  1. Navigate to the Bill:
    1. Click on Billing in the left-hand sidebar.
    2. Click on Draft in the tool bar on the top of the page.
    3. Find the bill in question.
  2. Under the "Actions" column, there is an Edit button.  Click on the Edit button.
  3. Make changes as needed.
  4. Click the blue Save Invoice button on the bottom left of the screen.
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