Objective:
- Generating a Bill without Service Entries
- Creating an Expense Bill
- Bulk removing Expenses from a Bill
- How do I remove expenses from an invoice
- How to Create a Bill Containing Only the Client's Expenses
- Use Quick Bills to create a Bill with Expenses and without Time Entries
- Bill for expenses only
- Generate a Bill with Expenses only
- Expenses only Bill
Environment:
- Clio Manage
Additional Information:
- Removing Service Entries from a Bill will not permanently delete the Entries. It will only remove the Entries from the Invoice where they will go back to the Matter as Unbilled.
Procedure:
- Open the Matter you would like to create an Expense Bill for
- On the Dashboard select Quick Bill
- Select Generate Bill
- Select View Bill
- Select Edit
- Select the Services button
- Check off the box next to Actions
- Select Remove
- Select Save Invoice