Objective:
- Removing Services Entries from a Bill
- Creating a Bill with only Expenses
- Removing Activities from a Bill
Environment:
- Clio Manage
Additional Information:
- This action will not delete the Entries. It will only remove the Entries from the Invoice. The removed Entries will be listed as Unbilled after this action.
Procedure:
- Click Bills on the main task bar, OR go to the Bills subtab of the matter
- Click on the Drop Down Arrow beside the word "Send"
- Click Edit
OR
- Click the ID of the Bill to view it
- Click the More actions button
- Select the Edit option
If you are removing multiple Time Entries:
- Check off the box next to each Time Entry that you'd like to remove
- Click the Remove button above the check boxes
- Select Save Invoice
If you are removing a single Time Entry:
- Click the Remove button on that Time Entry's line
- Select Save Invoice