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How To Edit an Aggregated Line Item

Objective:

  • Edit the Time entries associated with an Aggregated Line Item
  • Change Time Entries or Expenses after they have been aggregated on an Invoice
  • Edit Aggregated Line Items when the Bill is in Draft, Pending Approval, and Awaiting Payment stage
  • Edit Services Rendered wording
  • Update Text Boxes within the line items
  • Edit line items
  • Aggregated Invoice

Environment:

  • Clio Manage

Additional Information:

Please note: to edit approved Bills, you must enable the "Editing of Approved Bills" feature

Note: You are not able to change aggregate line item types (e.g. from service to expense). 

Procedure:

  1. Select Bills
  2. Under the appropriate Bill State, locate the Bill ID
  3. Click the bill ID next to the appropriate Bill
  4. Under "More Actions" select the Edit
  5. Select Edit next to the aggregate line item
  6. Make the desired changes to the individual line items or hover of the text boxes and click on the blue pencil that appears
  7. Select Save Items
  8. Select Save Invoice

Aggregated_line_item.png

 

 

 

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