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:
- Navigate to the Matter Dashboard
- Click the Quick Bill button next to Work in Progress
- Under both Time Entries and Expense Entries, you will see the option to Add additional Time or Expense Entries
- Enter any other required information into the text boxes
- If needed, you can edit the Bill further by clicking Show Options
- Press Generate Bill