Editing Bills

Editing Bills

Once you have created a bill, you can edit it at any time before it is issued to change bill name, or the hourly rate and Tax for items.  


  1. 1. Click Matters in the left pane.  

  1. 2. Select the matter you want to edit the bill for.  

  1. 3. Under the Financial tab, click Bill.  

  

  1. 4. Select the bill you want to edit and click the ellipsis button or do a right click and select Edit Bill Details.

 

  1. 5. A pop-up window will appear where you can edit the bill details including the bill name, the hourly and tax rates for each item.  

 
 

  1. 6. Click Save.  
     

InfoIf you need to include more items in a bill, find out more on Including Matter Time in a Bill. 


IdeaTo find out more about billing with Thread, go to Billing - Overview

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