KCS - How to Download a PDF of my Bill from Bill Preview Page

Objective:

  • Download a copy of Invoice that is currently being viewed 

Environment:

  • Clio Web App

Additional Information:

Related Articles:

How to Download Multiple Bills at Once

How to Download a PDF of my Bill from the Bills Tab

Procedure:

Previous Clio:

  1. Open/view desired Bill
  2. Click blue Actions button
  3. Select Download
  4. In Download Bill Modal, select Download

New Clio:

  1. Open/view desired Bill
  2. Select Download PDF button

 

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