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How do I Add Activities To a Quick Bill?

Objective:

  • Need to generate a Quick Bill for a Matter that does not yet have Activities associated 
  • I need to add Time Entries to a Quick Bill that has not been added at an Activity level
  • I need to add an Expense to a Quick Bill that has not been added at an Activity level

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click Quick Bill
  2. Under both Time Entries and Expense Entries, you will see the option to Add a Time or Expense Entry
  3. Click the required Activity
  4. Enter any other required information into the text boxes 
  5. If needed, you can edit the Bill further by clicking Show Options
  6. Press Generate Bill

 

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