KCS - How to Generate a Bill

Objective:

  • Generate Bills in bulk from Billable Clients
  • Create multiple bills at once
  • Creating a Bill from Billable Clients
  • How to bulk generate Bills
  • Generating a Bill
  • How To Generate Bills
  • How to create an Invoice
  • How to create bills
  • How to create an Invoice
  • Batch Billing

Environment:

  • Clio Web app

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:

New Clio

  1. Go to Bills
  2. Select Billable Clients
  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 in relation to Issue date, Due date, Detail level, Combining Matters, Tax, and Notifications
  6. Click Generate bills

 

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