Objective:
- Export Bills
- Create Bills Export
- Bills List CSV
- Filtered Bills Export
Environment:
- Clio Manage
Additional Information:
These steps apply to New Clio
Procedure:
- Go to Billing
- Select the appropriate status (Draft, Pending approval, Unpaid, Paid, All)
- Optionally, use the Filters button at the top-right to narrow down the list
- Click on Export at the bottom of the list
- Choose Export all columns or Export enabled columns
- Click Export
This will create a CSV which can be opened in a spreadsheet program such as Excel.