Objective:
- Combining Bills for Matters under different Contacts
- Creating one Bill for multiple Matters
Environment:
- Clio Manage
Additional Information:
For steps on how to generate one Bill for multiple Matters for a Client click here.
Answer:
No. It is not possible to create a Bill with multiple Matters assigned to different Contact Cards. Although, a multi-Matter Bill can be generated for Matters assigned to the same Contact Card.