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KCS - How to Combine Multiple Invoices into One

Objective:

  • Combine all billed and unpaid activities onto one master bill
  • Merge Invoices
  • Combine Bills together
  • Create a master bill

Environment:

  • Clio Web App

Additional Information:

Clio does not have a feature to merge Bills but you can Void both of them to release the line items and create a new combined Bill.

Procedure:

  1. Navigate to each Bill you wish to combine and Void them individually
  2. Navigate to the Bills tab
  3. Choose Billable Clients
  4. Filter for this Client
  5. Check the box next to their name
  6. Click Generate at the top
  7. Now you will have the Bill in Draft to review and Approve or Edit as needed

 

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