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How To Edit a Bill in a Paid State

Objective:

  • Editing a Paid Bill
  • Can I Edit a Paid Bill?
  • To make edits to a Paid Bill.

Environment:

  • Clio Manage

Additional Information:

  • 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

Procedure:

  1. Open the Bill 
  2. Select the Payments tab 
  3. Write down the details of the payment. The information to take note of is the date, source of the payment and dollar amount. 
  4. Click on the down arrow beside Edit
  5. Select Delete 
  6. Select More Actions
  7. Select Edit 
  8. Make the necessary changes to the Bill 
  9. Re-apply the Payment 

 

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