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
- In billing, how do we set the time period to be included in any specific invoice?
- 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 (from all dates)
Procedure:
- Navigate to Bills
- Select Billable Clients
- Select Filter (top-right)
- Enter Dates within the Activities Date Range fields
- Check the box to the left of each the Client/Matter you wish to bill
- Click Generate
- Make the appropriate selections in the "Generate invoices" window
- Click Generate bills