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
- Go to Bills
- Select the appropriate status (Draft, Pending Approval, Awaiting Payment, Paid, All)
- Locate desired Bill within the list
- Click the down arrow in the Actions column
- Select Download
- In Download Bill Modal, select Output format
The Matter
- Navigate to that Matter
- Click on Bills in the top bar
- Click the down arrow in the Actions column
- Select Download
- In Download Bill Modal, select Output format
The Bill Preview Page
- Click on Bills
- Click the ID of the Bill to view it
- Click the Download PDF button at the top right side
Note: Click on the "Download PDF" button, not the down arrow beside it.