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How do I find Bills in Draft or Pending Approval?

Objective:

  • Find Draft and Pending Approval Bills
  • Find un-approved Bills
  • How to find Invoices in Draft

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Billing on the main task bar
  2. Click Draft for Draft bills
  3. Click Pending Approval for bills that are awaiting approval from another User 

 

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