Objective:
- Change the Type of a Billed Activity
Environment:
- Clio Manage
Additional Information:
- If the Bill has already been approved and you are unable to edit it you will need to update your Settings: How to Allow Editing of Approved Bills
- If you have already sent a bill to the client for the incorrect balance you can resend the bill by following the steps in this article on How to Re-Share a Bill with a Client.
Procedure:
- Locate the Bill
- Click on Edit
- Locate the line item that you wish to edit
- Click into the Type column for that entry (where it currently says "Service")
- Select Product from the dropdown menu
- Update any other line items, as needed
- Click Save invoice