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How to Edit the Issue Date or Due Date After the Bill Has Been Generated

Objective:

  • How to update the issue or due date after a bill has been generated
  • Can I change the issue date and due date applied to a bill?

Environment:

  • Clio Manage

Additional Information:

Answer:

  1. Navigate to the Bills page
  2. Click on the Unpaid/Draft quick filter 
  3. Either click the drop down button next to the Share button or click into the bill ID and choose Edit under More Actions
  4. Enter the appropriate date in the Issue date/Due Date field (please see the article noted in the Additional Information section, if you do not see the option to make changes to the Bill)
  5. Click Save invoice
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