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.
   
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.