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How To Print A Client's Bill History

Bill Timeline - is here!

Bill Timeline will enable you and your firm's personnel to see the history of a bill so that you can respond to your client’s billing-related questions promptly and with confidence! 

This feature is available to all Clio Manage customers. Everyone at your firm who has billing permissions will have access to this feature.

Objective:

  • How to print all of a client's bills.
  • How to access a complete list of a client's bills 
  • Print bill history

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Bills > All
  2. Click Filter 
  3. Search for the Client 
  4. Click Apply Filter/Search 
  5. Click Print 

 

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