Objective:
- Download a copy of Invoice from Bills page
Environment:
- Clio Manage
Additional Information:
Procedure:
- Go to Bills
- Select the appropriate status (Draft, Pending approval, Awaiting payment, Paid, All)
- Optionally, use the Filters button to narrow down the list
- Locate desired Bill within the list
- Click the down arrow in Actions column
- Select Download
- In Download Bill Modal,
- Chose PDF
- Select Download