Objective:
- How to generate an invoice for time entries or expense entries only.
- How to generate an expense-only bill for contingency or flat fee matters.
Environment:
- Clio Manage
Additional Information:
To bill on a specific date range, click here.
Procedure:
- Click Billing in the left navigation menu.
- Select New bills.
- Select the bills you want to generate and click Generate.
- Make the appropriate selection under Activities:
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- Include time entries and expenses: your bill will contain both time and expense entries.
- Include time entries only: your bill will contain only time entries.
- Include expenses only: your bill will contain only expenses.
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- Click Generate bills.