Editing Bills
Editing Bills when Roll Up is Disabled
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. Click Matters in the left pane.
2. Select the matter you want to edit the bill for.
3. Under the Financial tab, click Bill.
4. Select the bill you want to edit and click the ellipsis button or do a right click and select Edit Bill Details.
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.
6. Click Save.
Editing Bills when Roll Up is Enabled
When in Edit Bill Details window and Roll Up has been applied, you will be able to edit the Description of the Item how you would like it to show on the bill as well as the bill name and tax rates for each item.
Once you click Save in the Edit Bill window, all description fields within the bill become customized. After this, Item Descriptions will only be updated on the Bill if you update them in this window manually, they would not be updated by changing the name of Items.
For more info about editing bills in Roll Up, please see article here.
If you need to include more items in a bill, find out more on Including Matter Time in a Bill
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