2017

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KCS - Can I Create One Bill For A Client With Multiple Matters?

Objective:

  • Can i add all of the client's matters to one Bill 
  • Where is the button that lets me add all of a client's matters to one bill 

Environment:

  • Clio Web App 

Additional Information:

n/a

Answer:

Clio does have functionality where any outstanding time on a number of a clients matters can be added to one Bill. This article on How To Add All Of A Client's Matters To One Bill will walk you through the process. 

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