KCS - How To Locate a Missing Bill

Objective:

  • I can't find a Bill 
  • I can't find a Trust Request

Environment:

  • Clio Web App 

Additional Information:

  • In New Clio, even Deleted Bills will populate here. 

Procedure:

  1. Select Bills 
  2. Select All 
  3. Type the invoice number into the Filter by keyword field and hit "Enter" on your keyboard
    OR
    Click on Filters to search by Client, Matter, Responsible Attorney/Solicitor, Originating Attorney/Solicitor, Due Date, Type (Revenue/Trust) or Custom Field

 

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