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How to Create a Bill Using a Date Range

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 (from all dates)

Procedure:

  1. Navigate to Billing
  2. Select New Bills (in Blue on the top right)
  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

Activities_Date_Range.png

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