Objective:
- Bulk download a copy of Multiple Bills at Once into multiple PDFs
- Save multiple invoices into a single document
- Print all Outstanding or Past Due Bills for a Specific Client
- How to Bulk Print Bills
- How to Print Bills in Bulk
- How to Export Bills in Bulk
- How to Export Invoices in Bulk
Environment:
- Clio Manage
Additional Information:
- How To Download Multiple Bills At Once
- Accessing the Billing tab requires Billing permissions granted to your user account by an Administrator
Procedure:
- Navigate to the main Billing tab
- Optionally choose which status of Bills you want to print (Draft, Pending Approval, Unpaid, Paid, All)
- Optionally apply any Filters (by Bill State, Client, Matter, etc.)
- If you want to print only Past Due Bills use the Due Before option under Filters.
- Select each invoice that you would like to print by checking the boxes in the corresponding rows
- Click the small arrow drop down beside Send
- To Download one large PDF with all selected Bills, click Print
- To Download individual PDFs for each selected Bill, click Download
- Print the downloaded PDF(s)