Objective:
- Separate combined Bills by Matter.
- Uncombine multi-matter Bills.
- Created a multi-matter Bill in error
Environment:
- Clio Web App
Additional Information:
n/a
Answer:
No, you cannot split a bill by the Matters. It will be necessary to Delete a Draft Bill or Void an Approved Bill and regenerate separate Bills by:
- Go to the Bills tab
- Select Billable Clients
- Locate the Client (you can use the Filter button at the top-right to search for them)
- Check the box to the left of each Matter that you wish to Bill
- Click Generate
- In the "Generate invoices" window ensure the box to Combine multiple matters for a given client into a single bill is unchecked
- Click Generate bills