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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 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


Clio_-_Billable_Clients_2020-01-11_12-28-58.png

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