KCS - How to Create an Aggregated Bill

Objective:

  • Generating Bill with limited detail level
  • Consolidated Invoice

Environment:

  • Clio Web App

Additional Information:

For more information on Bill Detail Levels click here

Procedure:

  1. Navigate to Bills 
  2. Click the Billable Clients subtab
  3. Apply Filters to Billable Clients if necessary and select the Matters for billing 
  4. Click to Generate
  5. Enter in appropriate information and ensure that Aggregate is ticked within the Detail Level section 
  6. Click Generate Bills

 

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