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