Objective:

• How Do I Filter Bills?
• Locate a Bill
• Filtering Bills / Invoices

Environment:

• Clio Manage

Additional Information:

• n/a

Procedure:

1. Go to Billing
2. Optionally select a Bill State (such as Draft, Paid, or All)
3. Click Filters on the righthand side
4. Select the required information (Client, Matter, etc)
5. Select Apply filters