KCS - How do I Keep the Original Time Entries in the Matter When Editing Them on the Bill in New Clio?

Objective:

  • I don't want to update original record, how do I do that? 
  • How do I Turn Off Automatic Updating of Time Entries Edited on the Bill?

Environment:

  • Clio Web App

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 

 

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