KCS - Can I Remove a Matter from a Multi-Matter Bill?

Objective:

  • Edit an existing Multi-Matter Bill to remove one of the Matters

Environment:

  • Clio Web App

Additional Information:

  • It will be necessary to Delete a Draft Bill or Void an Approved Bill to remove a Matter
  • A Multi-Matter Bill must first be created
  • If you would like the ability to fully remove a Matter from a Multi-Matter Bill, contact Clio Support to request that this feature be added

Answer:

  • At this time, it is possible to remove Line Items from Bills but not full Matters.
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