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:
- View the Bill
- Select the Edit button in the upper-right
- Make the changes to the appropriate Time Entry or Expense Entry
- 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