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. 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
3. Click Generate Bill