What Columns are Included in the Bills Export?

Objective:

• Understand which columns will be available when exporting Invoices to Excel

Environment:

• Clio Web App

Additional Information:

Bills can be exported in CSV format.

Answer:

New Clio

• number (Invoice ID)
• state (Draft, Pending Approval, Awaiting Payment, Paid, Void)
• client.name
• due_at (Due Date)
• issued_at (Issue Date)
• pending (Pending Clio Payments)
• due (Amount Due)
• paid_at (date of most recent payment)
• paid (total amount paid)

Previous Clio

• Invoice ID
• State
• Due Date
• Issue Date
• Client
• Matter
• Balance (Amount Due)
• Total
• Last Payment On
• Type (Invoice or Trust Request)