- Editing a Paid Bill
- Can I Edit a Paid Bill?
- To make edits to a Paid Bill.
- Clio Manage
- Depending on your current settings and what you are changing, you may need to change your settings to allow approved Bills to be edited: How to Allow Editing of Approved Bills
- For information on how to edit a Draft Bill click here.
- To see how to Void a fully discounted bill, click here.
- If the payment is made via credit card, the following instructions do not apply, the payment would have to be Voided/Refunded back to the Client before an edit can be made. For more information click here
- Open the Bill
- Select the Payments tab
- Write down the details of the payment. The information to take note of is the date, source of the payment and dollar amount.
- Click on the down arrow beside Edit
- Select Delete
- Select More Actions
- Select Edit
- Make the necessary changes to the Bill
- Re-apply the Payment