KCS - Changes Made to a Bill Are Not Reflected in Clio

Issue:

  • Time Entry does not reflect edit made on Invoice
  • Line item on bill is different than item in Activities 

Environment:

  • Clio Web App

Additional Information:

N/A

Cause:

The Update Original Record option was not selected when editing the Bill. This will successfully change the information on the Bill, but will not push those changes to the original Activity.

Resolution:

  1. View the Bill
  2. Select the Action button in the top right corner and choose Edit   
  3. Find the Line Item(s) and check the update original record checkbox under each
  4. Select the Update Invoice button to save changes

 

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