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KCS - Is it Possible to Generate One Bill for Multiple Matters Assigned to Different Clients?

Objective:

  • Combining Bills for Matters under different Contacts
  • Creating one Bill for multiple Matters 

Environment:

  • Clio Web App

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. 

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