KCS - How to Change the Issue Date When Generating a Bill

Objective:

  • Can I back-date an invoice when I generate it?
  • Backdating bills during the generation process

Environment:

  • Clio Web App

Additional Information:

  • You can edit existing Bills to change the Issue Date
  • When approving a Bill that is dated in the past, you will be asked if you wish to update the Issue Date (avoid doing this if you intentionally backdated a Bill)

Procedure:

From Billable Clients

  1. Check the boxes next to each Client and Matter that you wish to Bill
  2. Click on the Generate button
  3. Enter the appropriate date in the Issue date field

 For Quick Bills

  1. Access the page for the appropriate Matter
  2. Click on Quick bill (within the Financial section of the Dashboard tab)
  3. Click on Show options at the bottom of the page
  4. Enter the appropriate date in the Issue Date field
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