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How to Download Multiple Bills at Once

Objective:

  • Download multiple Bills
  • Download a couple Bills at the same time
  • Bulk download Bills
  • Download more than one Bill at the same time
  • Download all my Bills
  • How do I download multiple Bills at the same time

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Billing tab from the left side-bar
  2. Select the Bills you wish to download by selecting the check box to the left of them
  3. Above the list of Bills click on the drop-down arrow beside Submit for approval (Draft), Approve (Trust), Send (Unpaid, Paid, All)

Screen_Shot_2021-08-04_at_8.03.46_AM.png

4. Select Download to download the Bills in an individual file or Print to download them all in one combined PDF (Steps 5 and 6 will not be necessary)

5. Select the Output format 

6. Click Download

Note: A maximum of 200 Bills can be downloaded at one time this way.

 

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