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How to Move a Bill to Another Matter

Objective:

  • How to move billed time entries to another matter
  • How to move time entries already on a bill to another matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Void or Delete the Bill
  2. Bulk move the Time Entries to another Matter
  3. Generate a Bill on the new Matter
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