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

 

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