San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Edit the Total of an Aggregated Bill with One Click in New Clio?

Objective:

  • Change aggregate bills to a new total with 1 click 

Environment:

  • Clio Web App
  • New Clio

Additional Information:

For more steps to edit individual line items of an Aggregate Bill, see here.

Answer:

No, the single line item shown as Services rendered and combining all entries on an Aggregate Bill does not allow for editing the Quantity and Rate. Instead, each line item that makes up that total must be edited individually. This is to ensure accurate report of activities. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality