KCS - How do I Edit the Rate and Quantity for Aggregate and Activity Summary Bills?

Objective:

  • Change Rate and Duration on Activity Summary or Aggregate Line Items
  • Update Amount Due on Bill with Aggregate Detail Level

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

  • The single line item showing as 'Services rendered' and combining all entries on an Aggregate Bills does not allow for editing the Quantity and Rate. Instead, each line item that makes up that total must be edited individually. 
  • If you would like to preserve the original Rate and Quantity for the original entries in the matter, uncheck the Update records box 

Procedure:

  1. Go to the Edit page for the Bill
  2. In the Actions column, click on the dropdown arrow (next to Remove)
  3. Select Edit included line items
  4. Update the Rate or Quantity of each line item as needed
  5. Click Save Items
  6. Click Save Invoice
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