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:
- From within David's Matter, click New Quick Bill
- Add a Time Entry to this Bill (make sure the Duration has a quantity)
- Click Generate Bill
- Click View Bill
- Click Actions > Edit
- Click Delete line item and Update the original Record
- Click Update Invoice
- Navigate to the Matter
- Click the Time sub-tab
- Delete the Time Entry previously created