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Can I Export the Bills Page?

Objective:

  • To determine if I can get a PDF or CSV of the Awaiting Payments Page. (Also, Draft, Pending Approval, Paid, All)
  • Generate an export in the Billing Tab

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, there is an export button at the bottom of the page that will generate a PDF or CSV report. 

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