KCS - How to Aggregate Line Items on an Invoice

Objective:

  • Have a single line for each Matter in an Invoice
  • Combine all Line Items into one Line on an Invoice
  • Stop the bill from showing every single entry
  • Just show a summary of the services rendered
  • Generating Bill with limited detail level
  • Consolidated Invoice
  • How to Create an Aggregated Bill
  • Generate aggregated Bill
  • Hide individual entries

Environment:

  • Clio Web App

Additional Information:

What are the Different Detail levels When Generating a Bill?

Procedure:

From Billable Clients

  1. Go to Bills
  2. Billable Clients
  3. Check the box beside the Matter or Client you wish to bill
  4. Click Generate (at the top of the list)
  5. Under "Detail level," select Aggregate
  6. Select the desired Aggregation options
  7. Click Generate bills

From Quick Bill

  1. Access the specific Matter that you wish to Bill
  2. Click on Quick bill within the "Financial" section in the Dashboard tab
  3. Click on Show options, above the "Generate Bill" button, and just below "Bill Total"
  4. Select Aggregate for "Detail Level"
  5. Make any other necessary changes
  6. Click Generate Bill
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