Objective:
- How to create an invoice for specific entries
- Only bill for certain items
- Create a bill for only a portion of Work in Progress (WIP)
Environment:
- Clio Manage
Additional Information:
To bill on a specific date range, click here.
Procedure:
- On the Matter Dashboard, click Quick Bill
- On the Quick Bill page, click the red X that appears on the far right of each Time and Expense entry that you do not wish to Bill.
- These entries will return to the Matter as Unbilled, allowing you to bill them in the future
- Click Generate Bill