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Time Only or Expense Only Bills

When working in Clio you may find that you are interested in creating an invoice that only represents the Time you have worked without recoverable Expenses, or you may wish to generate a bill for recoverable Expenses only. When generating an invoice it will include all billable items (Time and Expenses), but several tools give you the ability to limit the represented items.

Content:

Quick Bill
Editing Drafts
Filtering Dates

Quick Bill

Quick Bill can assist in this process by allowing you to remove any unnecessary items from the invoice without deleting the original records from the Matter. Simply click Delete on the line items you would not like to see on the finalized invoice from the Quick Bill page.

The delete option is the red X on the right hand side.

This can be performed until all Time or all Expenses are removed. By removing all Time Entries, you will have an Expense only invoice. By removing all Expense Entries, you will have a Time only invoice. Your final invoice will list only the Time or Expense Entries you have opted to keep, and the other entries will return to the Matter for the next bill.

Editing Drafts

Editing a Draft invoice will give you the same option to remove specific line items before finalization. This will not remove the original record from the matter. When accessing the Edit screen, you will see the option to "Delete line item".

This can be performed until all Time or all Expenses are removed. By removing all Time Entries, you will have an Expense only invoice. By removing all Expense Entries, you will have a Time only invoice. Your final invoice will list only the Time or Expense Entries you have opted to keep, and the other entries will return to the Matter for the next bill.

Filtering Dates

Filtering Dates can allow you to choose sets of time that only Time or Expense Entries appear. For example, if you know in the second half of the month you performed no Expenses, and would like to invoice for the Time, click filter from the Billable Clients page.

Once generated you will see your invoiced for entries limited to that range. 

For more information on filtering, see the "Filtering Bills" article. 
For more information on managing individual line items on invoices, see the "Adding and Removing Line Items from Bills" article.
For more information on creating invoices, see the "Creating Bills" article.