- Merge Invoices
- Combine Bills together
- Clio Web App
Clio does not have a feature to merge Bills but you can Void both of them to release the line items to create a new combined Bill.
- Navigate to each Bill you wish to combine and Void them individually
- Navigate to the Bills tab
- Choose Billable Clients
- Filter for this Client
- Check the box next to their name
- Click Generate at the top
- In the generate Bills window select "Combine multiple matters for a given client into a single bill"
- Then click "Generate Bills"
Now you will have the Bill in Draft to review and Approve or Edit as needed