KCS - How do I Aggregate Only Time Entries on the Bill?

Objective:

  • How do I aggregate my time but not expenses? 

Environment:

  • Clio Web App

Additional Information:

For more information on Aggregate Bills, see here.

Procedure:

  1. Go to Billable Clients
  2. Click the box beside the Matter or Client you wish to generate an Invoice for
  3. Click Generate
  4. In the pop up that appears, click Aggregate 
  5. From the dropdown pick Only services aggregated
  6. Optionally, click the Combine multiple matters for a given client into a single bill checkbox
  7. Click Generate Bills

 

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