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How to See All Bills for a Particular Client

Objective:

  • Viewing Bills for a Contact
  • Reviewing Client Bills
  • All Outstanding Bills for a Client 
  • Draft, Pending Approval, Awaiting Payment, Paid Bill status
  • Show all of my Client's Bills
  • See Old Bills for my Client

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Contact Card for the Client
  2. Click on the Bills sub-tab within the Contact menu
  3. To see All Bills, click on the sub-tab All

 

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