KCS - Can I Generate a QuickBill for a Specific Date Range?

Objective:

  • Generate QuickBill for date range
  • Create QuickBill for certain time frame

Environment:

  • Clio Web App

Additional Information:

The workaround would be to delete the line items off the QuickBill screen that are outside of the desired date range. This will not delete them permanently, it will just move them back to an unbilled state.

Answer:

No. There is no date range filter available from the QuickBill screen

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