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How to Download a Bill

Objective:

  • How do I download a Bill
  • Download Bill
  • Download a PDF Bill
  • Download Invoice
  • Downloading my client's Invoice
  • Saving a Bill
  • Saving an Invoice

Environment:

  • Clio Manage

Additional Information:

Procedure:

The Main Bills Tab

  1. Go to Bills
  2. Select the appropriate status (DraftPending ApprovalAwaiting PaymentPaidAll)
  3. Locate desired Bill within the list
  4. Click the down arrow in the Actions column
  5. Select Download
  6. In Download Bill Modal, select Output formatBills_Tab.png

The Matter

  1. Navigate to that Matter
  2. Click on Bills in the top bar
  3. Click the down arrow in the Actions column
  4. Select Download
  5. In Download Bill Modal, select Output formatMatter.png

 

The Bill Preview Page

  1. Click on Bills
  2. Click the ID of the Bill to view it
  3. Click the Download PDF button at the top right side

Note: Click on the "Download PDF" button, not the down arrow beside it.

Bill_Preview.png

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