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How to Delete a Line Item From a Bill

Objective:

  • Delete a Time Entry from an Invoice
  • Remove an Expense from a Bill
  • Delete an Expense from a Bill
  • Take an Activity off of a Bill
  • Delete a Time Entry from a Bill
  • Delete a Time Entry from Draft
  • remove line item invoice

Environment:

  • Clio Manage

Additional Information:

Please note that the line item will be returned to an unbilled state. If you would like to remove the Time Entry or Expense completely then you will need to navigate to the Matter Activities tab to do this.

Procedure:

  1. Locate the Bill
  2. Click More Actions 
  3. Click Edit
  4. Click the Remove button beside the line item being removed
  5. Click Save Invoice

 

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