To Edit a Billing

1. In the left navigation pane, click Client Management or Portfolio Management.

2. In the left-hand column, click Billing. The Billing grid opens.

3. Select the billing you want to edit by checking the box to the left of the client name/item type.

4. From the Action menu, click Edit. The Billing dialog opens.

5. Enter the changes in the appropriate billing fields.

6. Click Save + Close. You are returned to the Billings grid and the changes are made.