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 
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