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How do I Remove Expense Items from an Invoice?

Objective:

  • Choosing individual expense or time entries to bill
  • Edit a draft bill prior to approval 

Environment:

  • Clio Manage

Additional Information:

To learn how to edit an invoice click here

Procedure:

  1. View the Bill
  2. Click on Edit at the top-right
  3. Click on Remove for each line item not being billed
  4. Click Save Invoice

Screen_Shot_2019-10-16_at_4.07.15_PM.png

 

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