KCS - 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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Contact Card for the Client
  2. Click on the Bills subtab within the Contact menu
  3. To see All Bills, click on the subtab All
  4. If needed press Filter if you need to view Trust or Revenue Bills and press Apply

 

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