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:
- Click Bills
- Click Billable Clients
- Click Filter and set the Activities Date Range
- Check the box beside the Client that you wish to generate the Bill for
- Click Generate at the top of the page