KCS - How To Update the Invoice Description for a LEDES Bill

Objective:

  • Updating the Invoice Description 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

The Invoice Description on a LEDES Bill is the Matter Description in Clio. To update, complete the following steps: 

  1. Open the Matter associate with the invoice 
  2. Select Edit 
  3. Update the Matter Description field 
  4. Select Save Matter 

 

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