How to Generate an Invoice that only shows the Amount Outstanding

Objective:

• Produce an Accounts Receivable Bill

Environment:

• Clio Manage

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 the 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
7. Update record is selected
8. Click Save Invoice
9. Navigate to the Matter 
10. Click the Activities sub-tab
11. Delete the Time Entry previously created