KCS - How To Edit The Issue or Due Date After 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 Web App

Additional Information:

In case the Bill has been approved and you would like to edit it, refer to this article.

Answer:

  1. Navigate to the Bills page
  2. Click on the Awaiting Payment 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
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