KCS - Can I Rearrange the Order of Line Items on a Bill?

Objective:

  • Re-order line items on Invoice
  • Change order of line items with same activity date on Bill

Environment:

  • Clio Web App

Additional Information:

For entries with the same activity date, there is no specific pattern to the order they will appear on a Bill. The item will appear in the order that the system resolves the request during the Bill Generation process. This is intended as this function significantly reduces the time it takes to generate a Bill.

Answer:

No, it is not possible to re-arrange the order of line items at this time.

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