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How to Generate One Bill For All My Client's Matters

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Go to the Bills tab 
  2. Select Billable Clients
  3. Locate the Client (you can use the Filter button at the top-right to search for them)
  4. Check the box to the left of each Matter that you wish to Bill
  5. Click Generate
  6. In the "Generate invoices" window check to the box to Combine multiple matters for a given client into a single bill
  7. Click Generate bills
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