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How Do I Separate Expenses From Time Entries on a Bill?

Objective:

  • I want a separate section for time entries and expenses on my invoices
  • Separate Services and Expenses

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Click the Bill Themes subtab at the top
  4. Click on the image of the bill theme you would like to edit
  5. Click Matter then Line Items
  6. Add a check to Split time, expenses and productsScreen_Shot_2022-08-01_at_6.17.50_PM.png

 

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