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How do I Download a Bill in CSV Format?

Objective:

  • to download/print a bill in CSV format
  • download a bill to an excel spreadsheet

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Bills tab in the black menu
  2. Select the desired Bill 
  3. Click on the down arrow beside ShareClio_-_Bills_-_Google_Chrome_2018-02-28_05.42.11.png
  4. Select Download
  5. From the pop-up window choose CSV
  6. Click Download again
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