Objective:
- How do I create a Bill?
- Generate Bills in bulk from Billable Clients
- Create multiple Bills at once
- How to create multiple invoices
- Bulk Billing
- Creating a Bill
- Generate bill
- How do I generate an invoice?
- How do I generate a Bill?
Environment:
- Clio Manage
Additional Information:
- You can use the Filter option at the top-right of the Billable Clients 'Select billable clients to generate new bills' 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, please click here
- To create a Quick Bill for a specific Matter, please click here
Procedure:
- Go to the Billing tab on the left
- Click the New bills button towards the top right corner
- 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)
- Click Generate at the top of the list
- Make any necessary selections to customize the Bills
- Click Generate bills