KCS - How to Create a Monthly Bill

Objective:

  • To limit Bills to Time entries for a particular month
  • To bulk generate Bills for clients/contacts for one particular month

Environment:

  • Clio Web App
  • Bills

Additional Information:

  • Time must not already be on a draft or approved Bill

Procedure:

  1. Click Bills
  2. Click Billable Clients
  3. Click Filter and set the Activities Date Range
  4. Check the box beside the Client that you wish to generate the Bill for 
  5. Click Generate at the top of the page

 

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