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How Do I Filter Bills?

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

 

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