Objective:
- How Do I Filter Bills?
- Locate a Bill
- Filtering Bills / Invoices
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Go to Billing
- Optionally select a Bill State (such as Draft, Paid, or All)
- Click Filters on the righthand side
- Select the required information (Client, Matter, etc)
- Select Apply filters