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

Environment:

  • Clio Web App
  • Billing

Additional Information:

n/a

Procedure:

  1. Go to Billable Clients
  2. Click the box beside the Matter or Client you wish to generate an Invoice for
  3. Click Generate
  4. In the pop up that appears, click Aggregate 
  5. If you have multiple Matters that you would like to all show on one Invoice, click the box beside Combine multiple matters for a given client into a single bill
  6. Click Generate Bills
Was this article helpful?