The 2021 Clio Cloud Conference is Happening Now!

Can the Date be Changed After an Invoice Has Been Approved?

Objective:

  • Can the Date be Changed After an Invoice/Bill Has Been Approved?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If the Allow editing of approved Bills and Trust Requests option is checked, you will be able to change the date of an invoice.

  1. Go to Settings
  2. Click on Billing
  3. Scroll down to the Bill States section
  4. Toggle the check box to Allow editing of approved Bills and Trust Requests
  5. Click Save Bill Settings

 

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