How To Add A Line Item To A Bill

Objective:

  • How To add items to Bill.
  • How to add time to a Bill in Draft.
  • How to add time to a Bill in Awaiting Payment. 
  • How to add an expense to a Bill in Draft.
  • How to add an expense to a Bill in Awaiting Payment. 

Environment:

  • Clio Web App
  • Bills > Draft
  • Bills > Pending Approval
  • Bills > Awaiting Payment 

Additional Information:

In order to add a line item to a Bill in Awaiting Payment you will need to ensure the setting is enabled. This article on How To Edit An Approved Bill will guide you through the process of turning this setting on. 

If you tick the box to Create new record"/"Create new time entry record?"/"Create new expense record? you will create a matching entry in the Matter.

Procedure:

  1. Locate the Bill
  2. Click Edit
  3. Click on Add time or Add expense
  4. Input the details for the entry
  5. Click Save (or Save and add another)
  6. Click Save Invoice
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality