KCS - What are the Different Detail levels When Generating a Bill?

Objective:

  • Invoice Types

Environment:

  • Clio Web App

Additional Information:

  • For more information please click here
  • Aggregation options (other than All items aggregated) only available in the New Clio Experience

Answer:

You can generate Bills in 3 different levels:

  • All Details: Lists each entry individually
  • Activity Summary: Groups entries with the same Activity category 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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