KCS - How to Bulk Remove Time Entries from a Bill

Objective:

  • Removing Services Entries from a Bill 
  • Creating a Bill with only Expenses 

Environment:

  • Clio Web App 

Additional Information:

  • Bulk removing Time Entries from a Bill, can only be performed in the New Clio Experience. 
  • This action will not permanently delete the Entries. It will only remove the Entries from the Invoice. 

Procedure:

  1. Open the Bill 
  2. Select Edit 
  3. Select the Services button
  4. Check off the box next to Actions
  5. Select Remove 
  6. Select Save Invoice 

 

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