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How Do I Download All of a Clients Outstanding Bills?

Objective:

  • To determine how to download all of 1 Clients past due Bills
  • How do I get a copy of all Bills for a Client

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Procedure:

  1. Navigate to the Billing tab
  2. Click Filter on the right 
  3. Enter Client name and click Apply Filter button
  4. Select all on the right by checking box under "all"
  5. Click the drop down menu beside Send and choose Download

 

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