Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

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

 

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