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:

Option 1 (Remove Each Service line item individually):

  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 

 Option 2 (Aggregate All Service line items, and the remove the aggregated entry):

  1. Click on Bills
  2. Click on Billable Clients
  3. Check off the Matter you want to Bill
  4. Click Generate
  5. Check Aggregate
  6. Select Only services aggregated
  7. Click Generate bills
  8. Edit the newly created Draft Bill
  9. Click Remove next to the aggregated services
  10. Click Save invoice
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