How do I Skip the Approval Process on a Bill?

Objective:

  • Skip Trust Approval Process
  • Skip Bill Approval Process
  • Billable Clients
  • Generate Bills

Environment:

  • Clio Manage

Additional Information:

Please note this will need to be done for each individual Bill.

Procedure:

  1. Go to Billing
  2. Click New bills at the top right of the page
  3. Select required Bill(s)
  4. Click Generate
  5. Tick the box Skip the bill approval process
  6. Press Generate bills

 

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