KCS - How to Duplicate a Bill by Duplicating the Bill's Activities

Objective:

  • How to Duplicate the content on an existing bill
  • How to manually Duplicate a bill

Environment:

  • Clio Web App

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:

  1. Generate a bill [see steps here]
  2. Click the Matters Tab
  3. Select the relevant Matter Number
  4. Click the Activities Subtab
  5. Ensure the Invoice column is enabled [see steps for enabling columns here]
  6. Observe the Invoice Column to see all Activities on the original Bill
  7. Click Duplicate next to all these invoices
  8. Save each Entry
  9. Go to the main Bills tab on the black bar
  10. Click Billable Clients
  11. Click Filter
  12. Select an Activities Date Range
  13. Enter the Matter into the Matter Field
  14. Click Search
  15. Select the checkbox beside the Matter name
  16. Click Generate
  17. Fill out all necessary fields
  18. Click Generate Bills
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality