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How Do I Edit a Time/Expense Entry After it Has Been Billed?

Objective:

  • Edit a billed Time entry
  • Edit a billed Expense entry
  • Edit a billed Activity
  • Update Time on a bill
  • Update Expenses on a bill
  • Editing a bill

Environment:

  • Clio Manage

Additional Information:

  • Only Draft, Pending Approval, and Awaiting Payment Bills can be edited
  • Bills within a paid state will need to have the Payments temporarily removed
  • A setting to allow the editing of Approved (Awaiting Payment) Bills may need to be enabled
  • To allow full editing of Approved Bills please see this article

Procedure:

  1. View the Bill
  2. Select the Edit button in the upper-right
  3. Make the changes to the appropriate Time Entry or Expense Entry
  4. Select the Save Invoice button in the bottom left corner

*Do note that the User cannot be edited once the Time Entry/Expense has been billed

 

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