Introducing The Law Community, the online community just for Clio customers. Sign up now.

How Do I Edit Billing Rates on an Existing Invoice?

Objective:

  • Change billing rate on an already created bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Open the bill
  2. Click More actions on the top right or Edit, if it's a Draft
  3. Click Edit
  4. Click the amount under the Rate column at the bottom
  5. Change the rate (if you are unable to change the Rate, edit Settings to allow editing of approved bills)
  6. 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