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What Happens if I Click on the X Beside an Entry on a Quick Bill?

Objective:

  • Remove item from Quick Bill
  • Does deleting an entry from a Quick Bill delete the record entirely? 
  • Why am I seeing duplicate time entries when I run Quick Bill?

Environment:

  • Clio Manage

Additional Information:

If you use the "Add a time entry" or "Add an expense entry" option and then click on the x beside it, no entry will be created.

Answer:

If you click on the x beside a Time or Expense Entry on a Quick Bill, it will be removed from the Bill but it will not be deleted from the Matter. It will remain intact to be billed separately. 

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