KCS - How to Only Bill Specific Time & Expense Entries

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 Web App

Additional Information:

n/a

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.

 

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