KCS - How To Edit Approved Bills

Objective:

  • Edit an approved invoice
  • Edit bills in awaiting payment

Environment:

  • Clio Web App

Additional Information:

  • You may need to enable editing of approved bills
  • By default, the original records in the matter will be updated; to only change 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
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