Objective:
- Invoice services and costs separately
- Generate one Bill for just legal fees and another Bill for reimbursable expenses
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
Generate a Bill that includes all entries:
- Go to Bills
- Select New Bills
- Check the box to the left of any Matter or Client you wish to bill
- You can use the Filter button at the top-right to quickly locate the Matter/Client or restrict by date range
- Click Generate at the top of the list
- Make any necessary selections in relation to Issue date, Due date, Detail level, Combining Matters, Tax, and Notifications
- Click Generate bills
Edit the Bill to remove Services (this will become your Expense Bill):
- Go to Bills
- Select Draft
- Locate the Bill
- You can use the Filters button at the top-right to search by Matter/Client
- Select Edit
- Select the Services button
- Check off the box to the left of Actions
- Select Remove
- Click Save invoice
Generate a separate Bill for the remaining entries (there should be only Services left):
- Go to Bills
- Select Billable Clients
- Check the box to the left of any Matter or Client you wish to bill
- You can use the Filter button at the top-right to quickly locate the Matter/Client or restrict by date range
- Click Generate at the top of the list
- Make any necessary selections in relation to Issue date, Due date, Detail level, Combining Matters, Tax, and Notifications
- Click Generate bills