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How do I Create a Quick Bill?

Objective:

  • Creating a Quick Bill 
  • Where to create a Quick Bill?
  • Generate a Bill 
  • Create an invoice from a matter 

Environment:

  • Clio Manage

Additional Information:

  • At this time the only places to generate a Quick Bill from Clio is the Matter Dashboard and the individual Contact page.

Procedure:

From a Matter:

  1. Open the Matter where you would like to create a New Quick Bill. The button will only show when you have unbilled time
  2. On the Matter's Financial Dashboard, under Work in progress select Quick Bill Clio_-_00023Andrews-Termination_of_Employment_Dispute_-_Dashboard_2019-07-26_09-18-51.jpg 
    • (Optional) Click Add a time entry or Add an expense entry to include entries on the Bill that have not yet been created in the Matter (an entry will then be saved in the Matter once the Bill is generated)
    • (Optional) Click on the "X" to the right of entries that you do not wish to include on the Bill (entries that were already saved in the Matter will still be saved)
  3. Select Generate Bill 
  4. Select View Bill

From a Contact: 

  1. Open the Contact for whom you would like to create a New Quick Bill
  2. In the top right, click Quick bill
    • (Optional) Click Add a time entry or Add an expense entry to include entries on the Bill that have not yet been created in the Matter (an entry will then be saved in the Matter once the Bill is generated)
    • (Optional) Click on the "X" to the right of entries that you do not wish to include on the Bill (entries that were already saved in the Matter will still be saved)
  3. Select Generate Bill 
  4. Select View Bill
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