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