KCS - How To Download Multiple Bills at Once

Objective:

  • Download all Invoices
  • Save a copy of all my Bills

Environment:

  • Clio Web App

Additional Information:

  • If you use the Select All checkbox, this will allow you to download all Bills on the currently visible page.
  • Invoices will download as a .zip file. Opening this .zip file will reveal a folder which includes a .pdf of each Invoice.
  • Invoices are automatically named after the Invoice number (ex. invoice_1)

Procedure:

  1. Go to Bills
  2. Select the appropriate status (DraftPending approvalAwaiting paymentPaidAll)
  3. Optionally, use the Filters button to narrow down the list
  4. Select the checkbox to the left of desired bills
  5. Click the down arrow in the new menu that appears above the Bill table
  6. Select Download Archive

 

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