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How to Search for an Invoice Number in New Clio

Objective:

  • locate Bills by ID number

Environment:

  • Clio Web App
  • New Clio Experience

Additional Information:

n/a

Procedure:

  1. Click on the Bills tab
  2. Click on the Draft, Awaiting Payment, Paid or All sub-tab
  3. Enter the Invoice ID into the "Filter by Keyword" field
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