How to Generate an Invoice that only shows the Amount Outstanding

Objective:

• Produce an Accounts Receivable Bill

Environment:

• Clio Web App
• Bills

Additional Information:

This is a workaround and assumes no other Unbilled Time Entries are available to be Billed in the Matter. It also assumes that the Detailed Statement is showing on the Bill Theme.

Procedure:

1. From within David's Matter, click New Quick Bill
2. Add a Time Entry to this Bill (make sure the Duration has a quantity)
3. Click Generate Bill
4. Click View Bill
5. Click Actions > Edit
6. Click Delete line item and Update the original Record
7. Click Update Invoice
8. Navigate to the Matter 
9. Click the Time sub-tab
10. Delete the Time Entry previously created