Are you a legal professional who needs help with your CARES Act government stimulus application? We’re here to help.

How Do I Keep the Original Time Entries in the Matter When Editing Them on the Bill in Clio?

Objective:

  • How do I keep the original Time Entries in the Matter when editing them on the Invoice in Clio?
  • I don't want to update original Time Entries entered, how do I do that? 
  • How do I turn off automatic updating of Time Entries that were edited on the Bill?

Environment:

  • Clio Manage 

Additional Information:

n/a

Procedure:

  1. Open the Invoice
  2. Select Edit or More Actions > Edit
  3. Uncheck the Update Record box located on the top right corner
  4. Edit the applicable line items on the Bill
  5. Select Save Invoice to confirm 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality