KCS - How To Generate One Bill For All Clients 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?

Environment:

  • Matters.
  • Bills.
  • Billable Clients.
  • Clio Web App.

Additional Information:

N/A.

Procedure:

  1. Go to the Bills tab 
  2. Select Billable Clients
  3. Locate the specific Client and then select the Matters you're generating bills for
  4. Click Generate
  5. In the generate Bills window select "Combine multiple matters for a given client into a single bill"
  6. Then click "Generate Bills"
Was this article helpful?