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

Objective:

• Download a copy of Invoice from Bills page

Environment:

• Clio Manage

Additional Information:

• How to Download Multiple Bills at Once
• How to Download a PDF of a Bill from Bill Preview Page

Procedure:

1. Go to Bills
2. Select the appropriate status (Draft, Pending approval, Awaiting payment, Paid, All)
3. Optionally, use the Filters button to narrow down the list
4. Locate desired Bill within the list
5. Click the down arrow in Actions column
6. Select Download
7. In Download Bill Modal,
   1. Chose PDF
   2. Select Download