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How to See all Bills Generated During a Specific Time Range

Objective:

  • Generate a report detailing all Bills generated during a specific Date Range

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Reports.
  2. Select the Billing History Report. 
  3. Open the Select Date Range drop-down menu.
  4. Choose the desired time frame.
  5. Choose Output Format.
  6. Generate Report. 
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