How to Bulk Remove Time Entries From a Bill

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:

1. Click Bills on the main task bar, OR go to the Bills subtab of the matter
2. Click on the Drop Down Arrow beside the word "Send"
3. Click Edit

OR

1. Click the ID of the Bill to view it
2. Click the More actions button
3. Select the Edit option

If you are removing multiple Time Entries:

1. Check off the box next to each Time Entry that you'd like to remove
2. Click the Remove button above the check boxes
3. Select Save Invoice

If you are removing a single Time Entry:

1. Click the Remove button on that Time Entry's line
2. Select Save Invoice