Objective:
- How do I add line items to Bills that have already been paid?
- How can I add Time Entries to paid Invoices?
Environment:
- Clio Manage
Additional Information:
To edit a Bill in Awaiting Payment, Users need to enable the feature:
- Settings > Billing > Click Allow Editing of Approved Bills and Trust Requests
Procedure:
- Access the Bill you would like to edit
- Select Payments on the left hand side halfway down the page
- Click Delete under the specific Payment(s)
- Once you have deleted all payments, select Actions
- Click Edit
- Select Add Item
- Add time entries
- Select Create New Record to ensure that the Time Entry is attributed to the right user
- Click Update Invoice
- Re-create payments if necessary