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How To Bill Specific Time and Expense Entries

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: 

  1. Click Billing in the left navigation menu.
  2. Select New bills.
  3. Select the bills you want to generate and click Generate.
    Screen_Shot_2022-05-04_at_15.15.37_PM.png
  4. Make the appropriate selection under Activities:
      • 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.
  5. Click Generate bills.

Screen_Shot_2022-05-04_at_15.15.52_PM.png

 

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