Objective:
- Edit a bill
- Edit an approved invoice
- Edit an approved bill
- Edit an unpaid invoice
- Edit an unpaid bill
- Edit bills awaiting payment
- How do I edit approved bills
- Can I edit approved bills
- Edit date on bill
- Change date on a bill
Environment:
- Clio Manage
Additional Information:
- You may need to enable editing of approved bills
- By default, the original records in the matter will be updated; to change only the records on the bill, uncheck the Update records box at the top-left of the Edit page
Procedure:
From the individual Bill or Invoice
- View the bill
- Click on More actions at the top-right
- Select Edit
- Make any changes needed
- Click Save invoice
From the Bills list (under Billing)
- Click on the dropdown arrow beside Send in the Actions column
- Select Edit bill
- Make any changes needed
- Click Save invoice