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How Do I Generate a Bill?

Objective:

  • How do I create a Bill?
  • How to generate 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?
  • How do I make 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:

  1. Go to the Billing tab on the left
  2. Click the New bills button towards the top right corner
  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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