KCS - How to Add a Product Item to a Bill in New Clio

Objective:

  • How do I add a product in New Clio?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Edit Draft Bill
  2. Click either Add time or Add Expense
  3. Fill out information
  4. Scroll to the newly added Time or Expense and change Type to Product

 

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