KCS - 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 Web App

Additional Information:

  • For further information, please see the following:

How to Generate and Pay Combined Multi-Matter Bills 

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
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