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:
- Select Bills
- Under the appropriate Bill State, locate the Bill ID
- Click the bill ID next to the appropriate Bill
- Under "More Actions" select the Edit
- Select Edit next to the aggregate line item
- Make the desired changes to the individual line items or hover of the text boxes and click on the blue pencil that appears
- Select Save Items
- Select Save Invoice