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How do I Aggregate Only Time Entries on the Bill?

Objective:

  • How do I aggregate my Time, but not Expenses? 
  • Create a Time only aggregated invoice/bill
  • Time and Expenses
  • Aggregation of Time Entries
  • Creation of invoices/bills
  • Visible information on an invoice/bill

Environment:

  • Clio Manage

Additional Information:

For more information on Aggregate Bills, see here.

Procedure:

  1. Click on Billing in the left black bar of Clio
  2. Click the blue New Bills Button at the top right
  3. Click the box beside the Matter or Client you wish to generate an Invoice for
  4. Click Generate
  5. In the pop up that appears, click Aggregate 
  6. From the drop-down pick, Only services aggregated
  7. Optionally, click the Combine multiple matters for a given client into a single bill checkbox
  8. Click Generate Bills

 

 

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