This article may be out of date!
Visit the New Knowledge Center

Is There a Way to Move a Bill to a Different Matter?

Objective:

  • Change the Matter linked with a Bill
  • Associate Bills with another Matter
  • Move Bill to another Matter

Environment:

  • Clio Web App

Additional Information:

Answer:

No; as the Bill will be linked with the Matter of the Activities being Billed, you would need to:

  1. Delete/Void the Bill 
  2. Edit the Activities to link them to the other Matter
  3. Create a new Bill
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality