KCS - How do I Create a Bill With No Activities?

Objective:

  • Can I create a bill even though I have no billable activity?

Environment:

  • Clio Web App

Additional Information:

While there is no direct way to create a bill with no Activities, you can create a bill with one Activity and delete that Activity after the bill is generated.

Procedure:

  1. Open the Matter
  2. On the Dashboard select Quick Bill 
  3. Create a $0 Time Entry
  4. Select Generate Bill 
  5. Select View Bill
  6. Select Edit 
  7. Click Remove beside the Time Entry
  8. Save Invoice 
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