This article may be out of date!
Visit the New Knowledge Center

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


  • 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

Additional Information:


  1. Go to the Billing tab 
  2. Select New Bills
  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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality