The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Edit Approved/Unpaid Bills

Objective:

  • Edit an approved invoice
  • Edit bills in 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

  1. View the bill
  2. Click on More actions at the top-right
  3. Select Edit
  4. Make any changes needed
  5. Click Save invoice

From the Bills list

  1. Click on the dropdown arrow beside Share in the Actions column
  2. Select Edit
  3. Make any changes needed
  4. Click Save invoice
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality