KCS - How to Download a PDF of My Bill from the Bills Tab

Objective:

  • Download a copy of Invoice from Bills page

Environment:

  • Clio Web App

Additional Information:

Related Articles:

How to Download Multiple Bills at Once

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

Procedure:

Previous Clio:

  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 list
  5. Select blue Download text under Bill details
  6. In Download Bill Modal, select Download

New Clio:

  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 list
  5. Click the down arrow in Actions column
  6. Select Download
  7. In Download Bill Modal, select Download

 

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