Objective:
- How to Duplicate the content on an existing bill
- How to manually Duplicate a bill
Environment:
- Clio Manage
Additional Information:
There is currently no one-click option for duplicating bills in Clio. However, you can duplicate all the Time Entries on an existing bill, and create an identical bill using those entries.
Procedure:
- Click into the Matters Tab
- Select the relevant Matter Number
- Click the Activities sub-tab
- Ensure the Invoice column is enabled [see steps for enabling columns here]
- Observe the Invoice Column to see all Activities on the original Bill
- Click Duplicate next to all these invoices
- Save each Entry
- Go to the main Bills tab on the black bar
- Click Billable Clients
- Click Filter
- Select an Activities Date Range
- Enter the Matter into the Matter Field
- Click Search
- Select the checkbox beside the Matter name
- Click Generate
- Fill out all necessary fields
- Click Generate Bills