Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Why Do My Activities Date Change When Creating A Bill

Objective:

  • How Does "Activity Summary" Work
  • Activities Date Changing to Bill Generation Date 

Environment:

  • Clio Web App

Additional Information:

N/A

Answer:

When you are generating a Bill from the Billable Client sub-tab, you are given the option to choose "Activity Summary". Choosing this option will combine all Activities that have the same description, when this is done, the date for it will change to the Date the Bill is generated.

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