How to Bill for an Activities Date Range in Billable Clients

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?

Environment:

  • Clio Web App

Additional Information:

If you do not specify a date range when generating Bills, all unbilled entries will be included (from all dates)

Procedure:

  1. Navigate to Bills
  2. Select Billable Clients
  3. Select Filter (top-right)
  4. Enter Dates within the Activities Date Range fields
  5. Check the box to the left of each the Client/Matter you wish to bill
  6. Click Generate
  7. Make the appropriate selections in the "Generate invoices" window
  8. Click Generate bills
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