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 Manage
Additional Information:
For general information on editing Bills, click here.
Procedure:
- When viewing the Bill, click More actions and then Edit
- Edit any line items on the first Matter, which is expanded
- 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.
- Click Save invoice at the bottom of the page