KCS - How to Create a Bill with only Expenses

Objective:

  • Generating a Bill without Service Entries 
  • Creating an Expense Bill 
  • Bulk removing Expenses from a Bill

Environment:

  • Clio Web App 
  • New Clio Experience

Additional Information:

  • This procedure can only be completed in the New Clio Experience 
  • Removing Service Entries from a Bill will not permanently delete the Entries. It will only remove the Entries from the Invoice. 

Procedure:

  1. Generate a Draft Bill for all entries
  2. Edit the Bill
  3. Select the Services button
  4. Check off the box next to Actions (to select all Services)
  5. Click Remove 
  6. Click Save invoice
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