The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I Show Subtotals for Each Activity Category on a Bill?

Objective:

  • Total of each Activity Category on Bill
  • Summary of Activities by Category on Bill

Environment:

  • Clio Manage

Additional Information:

  • For more information on the different Bill Detail levels, please click here

Answer:

When generating a Bill, under detail level if you select Activity Summary it will group Activities based on the Activity Category on the Bill. Each Line Item would then represent the subtotals for each Activity Category. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality