KCS - How To Edit a Bill in a Paid State

Objective:

  • Editing a Paid Bill 

Environment:

  • Clio Web App

Additional Information:

n/a

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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