KCS - How to Delete a Line Item from a Bill

Objective:

  • Delete a Time Entry from an Invoice
  • Remove an Expense from a Bill
  • Take an Activity off of a Bill

Environment:

  • Clio Web App

Additional Information:

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

Procedure:

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

 

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