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How Do I Change a Time Entry to a Product Line Item on a Bill?

Objective:

  • Change the Type of a Billed Activity

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Locate the Bill
  2. Click on Edit
  3. Locate the line item that you wish to edit
  4. Click into the Type column for that entry (where it currently says "Service")
  5. Select Product from the dropdown menu
  6. Update any other line items, as needed
  7. Click Save invoice

 

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