KCS - How To Edit a Bill in a Paid State

Objective:

  • Editing a Paid Bill 

Environment:

  • Clio Web App

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

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. Select Delete next to the payment
  5. Select More Actions
  6. Select Edit 
  7. Make the necessary changes to the Bill 
  8. Re-apply the Payment 

 

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