KCS - How to Create a Bill Containing Only the Client's Expenses

Objective:

• Use Quick Bills to create a Bill with Expenses and without Time Entries
• Bill for expenses only

Environment:

• Clio Web App

Additional Information:

Time Entries removed from a Bill are not removed from the Matter

Procedure:

1. Open the Matter or Client
2. New Quick Bill
3. Click X to delete Time Entries 
4. Leave existing Expenses, or Create new Expenses if necessary
5. Click Generate Bill