How to Edit a Bill in the Pending Approval State

Objective:

  • How do I edit a line item?
  • Can I edit a Bill in Pending Approval status?
  • How to edit an invoice in Pending Approval stage?

Environment:

  • Clio Manage

Additional Information:

For further information on editing Approved Bills, see the following:

Answer:

  1. View the Bill
  2. Click on Edit at the top-right
  3. Make changes as needed by pressing the text box/blue pen
  4. Click Save Invoice

 

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