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KCS - How to Assign a Bill Detail Level to Matters Using Custom Fields

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:

  1. Create a Matter Custom Field to specify the Bill Detail Level for each Matter (e.g., All Detail, Activity Summary, Aggregate)
  2. Edit any applicable Matters to select the appropriate tax level within this Custom Field
  3. Go to Bills
  4. Select Billable Clients
  5. Click Filter
  6. Click Add Matter Custom Field
  7. Select the Custom Field created in Step 1
  8. Select the appropriate value from the next menu
  9. Check the Select All box at the top of the page
  10. Click Generate
  11. In the "Generate invoices" window, under Detail level, select the appropriate option, based on your Filter selection
  12. Make any other selections needed
  13. Click Generate bills
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