Objective:
- Bill for multiple Clients within a specific date range of Activities
- Create a Bill using a date range
- How to Bill for Time Entries / Expenses created within a desired date range
- How to generate a Bill with a date range
- How to create a Bill with a time line
- I want to create a Bill for only Time and Expenses for the previous month
- How to bulk generate Bills within a date range?
- How to create a monthly Bill
- How to Bill for an Activities date range
- Bill by date range
Environment:
- Clio Manage
Additional Information:
If you do not specify a date range when generating Bills, all unbilled entries will be included (for all dates).
Procedure:
- Navigate to the Billing tab
- Select New Bills (in Blue on the top right)
- Select Filter (top-right)
- Enter Dates within the Activities Date Range fields
- Check the box to the left of each Client/Matter you wish to bill
- Click Generate at the top
- Make the appropriate selections in the "Generate invoices" window
- Click Generate bills
