KCS - How do I Download a Bill in CSV Format in New Clio?

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. Click on the down arrow beside ShareClio_-_Bills_-_Google_Chrome_2018-02-28_05.42.11.png
  3. Choose Download
  4. From the pop up window choose CSV
  5. Click Download again
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