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What are the Different Detail levels When Generating a Bill?


  • Invoice Types


  • Clio Manage

Additional Information:

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You can generate Bills in 3 different levels:

  • All Details: Lists each entry individually
  • Activity Summary: Groups entries with the same Activity category (and rates) together
  • Aggregate: Options for All items aggregated (all entries combined into a single line item), Aggregated by type (Services and Expenses combined into two separate line items), Only services aggregated (Services combined into a single line item, Expenses listed individually), Only expenses aggregated (Expenses combined into a single line item, Services listed individually)
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