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