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How Do I Generate a Bill?

Objective:

  • How do I generate a Bill?
  • Generate Bills in bulk from Billable Clients
  • Create multiple Bills at once
  • Creating a Bill from Billable Clients
  • How to bulk generate Bills
  • How to generate Bills
  • How to create multiple invoice's 
  • Bulk Billing
  • Creating a Bill
  • Generating an invoice
  • Invoicing

Environment:

  • Clio Manage

Additional Information:

  • You can use the Filter option at the top-right of the Billable Clients page to locate a specific Client/Matter and/or Filter by Date Range.
  • To download a single page job aid covering how to generate Bills, click here
  • To create a Quick Bill for a specific Matter, click here

Procedure:

  1. Go to the Bills tab on the left
  2. Select the Billable Clients sub-tab at the top
  3. Check the box to the left of any Matter or Client you wish to bill (or check Select All at the top of the list)
  4. Click Generate at the top of the list
  5. Make any necessary selections to customize the Bills
  6. Click Generate bills

 

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