KCS - How to Create a Bill Using a Date Range

Objective:

  • How to Bill for Time Entries / Expenses created within a desired date range
  • How to Generate a Bill with a date range
  • How to create a Bill with a time line 
  • I want to create a Bill for only Time and Expenses for the previous month

Environment:

  • Clio Web App
  • Bills > Billable Clients 

Additional Information:

N/A

Procedure:

  1. Select Bills
  2. Select Billable Clients
  3. Select Filter 
  4. Enter the date range in the Activities Date Range fields
  5. Check off the box next to the Matter 
  6.  Select Generate 
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