Objective:
- Can I back-date an invoice when I generate it?
- Backdating bills during the generation process
Environment:
- Clio Manage
Additional Information:
- You can edit existing Bills to change the Issue Date
- When approving a Bill that is dated in the past, you will be asked if you wish to update the Issue Date (avoid doing this if you intentionally backdated a Bill)
Procedure:
From Billable Clients
- Check the boxes next to each Client and Matter that you wish to Bill
- Click on the Generate button
- Enter the appropriate date in the Issue date field
For Quick Bills
- Access the page for the appropriate Matter
- Click on Quick bill (within the Financial section of the Dashboard tab)
- Click on Show options at the bottom of the page
- Enter the appropriate date in the Issue Date field