KCS - Why Can't I Edit the Invoices Notes on a Bill?

Objective:

  • Another user entered an invoice memo but it isn't showing up for me to edit it

Environment:

  • Clio Web App

Additional Information:

How to Add An Invoice Note to a Bill

Answer:

New Clio introduced an additional field for inputting Invoices Notes directly on the "View" page of each Bill. This exists in addition to the field on the Edit page, but is not accessible from the previous version of Clio. 

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