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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:

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. 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

 

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