KCS - Can I Split a Combined Bill Into Separate Bills for the Individual Matters?

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: 

  1. Go to the Bills tab 
  2. Select Billable Clients
  3. Locate the Client (you can use the Filter button at the top-right to search for them)
  4. Check the box to the left of each Matter that you wish to Bill
  5. Click Generate
  6. In the "Generate invoices" window ensure the box to Combine multiple matters for a given client into a single bill is unchecked
  7. Click Generate bills
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