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KCS - How to Bill for an Activities Date Range in Billable Clients


  • Bill for multiple clients within a specific date range of activities


  • Clio Web App

Additional Information:



  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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