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: 

1. On the Matter Dashboard, click Quick Bill
2. Click the red X that appears on the far right of each Time and Expense entry that you do not wish to Bill.
3. These entries will return to the Matter as Unbilled, allowing you to bill them in the future
4. Click Generate Bill