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How to Edit a Bill's Currency

Objective:

  • Changing currency settings 
  • Editing a Bill's currency 
  • Change invoice currency

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Open the Bill 
  2. Select Edit 
  3. Select and update the Currency field 
  4. Select Update Invoice 

Please Note: This process will only work for Bills in the following states:  Draft/Pending Approval/Unpaid

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