Objective:
- I have some Clients who need to see all details on their Bills, but others just need to see the total; how can I specify this and save it as a setting for their Matter?
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Create a Matter Custom Field to specify the Bill Detail Level for each Matter (e.g., All Detail, Activity Summary, Aggregate)
- Edit any applicable Matters to select the appropriate tax level within this Custom Field
- Go to Billing
- Select New Bills
- Click Filter
- Click Add Matter Custom Field
- Select the Custom Field created in Step 1
- Select the appropriate value from the next menu
- Check the Select All box at the top of the page
- Click Generate
- In the "Generate invoices" window, under Detail level, select the appropriate option, based on your Filter selection
- Make any other selections needed
- Click Generate bills