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KCS - How to Create a Bill with only Expenses


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


  • 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. 


  1. Open the Matter you would like to create an Expense Bill for 
  2. On the Dashboard select Quick Bill 
  3. Select Generate Bill 
  4. Select View Bill 
  5. Select Edit 
  6. Select the Services button
  7. Check off the box next to Actions
  8. Select Remove 
  9. Select Save Invoice 


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