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:

Yes. Selecting the Activity Summary will group Activities based on the Activity Category on the Bill. Each Line Item would then represent the subtotals for each Activity Category. Instructions are as follows: 

1. Select the New Bills button
2. Select the Contacts/Matters you want to bill
3. Click Generate
4. Within the Generate Invoices pop-up, select Activity Summary under the Detail level.
5. Select Generate Bills