KCS - How Do I Generate Multiple Bills with Different Detail Levels?

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 Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Bills on the Left Navigation Bar
  2. Click on the Billable Clients Sub-tab
  3. Select Clients or Matters to be billed
  4. Click Generate 
  5. Within the Detail Level Field select the desired Detail Level
  6. Select Generate bills 
  7. Once the Bill is approved, proceed to download the Bill or share with desired parties
  8. Click on More Actions on top right of Bill page, select Void and repeat steps 1-6 for any additional Bills 

 

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