How do I Edit Line Items on a Multi Matter Bill?

Objective:

  • Change time entries or expenses on a multi-matter invoice
  • Modify or add activity details on a specific matter for a multiple matter bill

Environment:

  • Clio Web App

Additional Information:

For general information on editing Bills, click here.

Procedure:

  1. When viewing the Bill, click More actions and then Edit
  2. Edit any line items on the first Matter, which is expanded
  3. To edit line items on another Matter on the bill, click the Matter Name. This will expand the Matter and enable you to edit those items.
  4. Click Save invoice at the bottom of the page

 

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