How to Edit Approved/Unpaid Bills

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

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 (under Billing)

1. Click on the dropdown arrow beside Send in the Actions column
2. Select Edit bill
3. Make any changes needed
4. Click Save invoice