Objective:
- To generate separate invoices for one invoice
- To generate one bill with different detail levels
- To generate multiple bills, one with Activity summary, one with All Details, and one with the Aggregate option selected
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Navigate to Bills on the left navigation bar
- Click on the New bills sub-tab
- Select Clients or Matters to be billed
- Click Generate
- Within the Detail Level Field select the desired Detail Level
- Select Generate bills
- Select the proper "Detail Level".
- Click on the question mark beside "Detail Level" for further explanation
- Select the proper "Detail Level".
- Once the Bill is approved, proceed to download the Bill or share with desired parties
- Click on More Actions on top right of Bill page, select Void and repeat steps 1-6 for any additional Bills