KCS - How do I Remove Specific Entries from a Bill in Bulk?

Objective:

  • Bulk delete certain Time or Expense entries on an invoice

Environment:

  • Clio Web App

Additional Information:

If the Bill is Approved, you may need to allow editing of approved Bills

Procedure:

  1. Locate the Bill
  2. Click on the Edit option
  3. Check the box to the left of each entry that you wish to remove
  4. Click Remove at the top of the list (on the left)
  5. Click Save invoice

 

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