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Does "Update Record" Apply to Deletions?

Objective:

  • Delete line item from bill and also in the Matter
  • Delete line item from bill permanently

Environment:

  • Clio Manage
  • Bills

Additional Information:

  • Update Record only applies to the Rate, Quantity, Date and Description fields.

Answer:

No. Deleting a line item from a Bill will only remove it off the Bill. If you want to delete it permanently it has to also be deleted from within the Matter.

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