- How do I generate a multi matter bill?
- How can I make one Bill for a Client with everything they owe me?
- Can you make one Bill for a Client?
- Can I send a Client one Invoice for all their Matters?
- One Client with multiple Matters
- Clio Manage
- Go to the Billing tab
- Select New Bills
- Locate the Client (you can use the Filter button at the top-right to search for them)
- Check the box to the left of each Matter that you wish to Bill
- Click Generate
- In the "Generate invoices" window check to the box to Combine multiple matters for a given client into a single bill
- Click Generate bills