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How To Generate Bills Using Filters

Objective:

  • How do I create invoices in bulk, by responsible attorney?
  • Can I generate monthly bills by responsible attorney?
  • Can I create bills by originating attorney?
  • How do I filter the billable clients page by matter custom fields?

Environment:

  • Clio Manage

Additional Information:

  • N/A

Procedure:

  1. Navigate to the Billing tab on the left navigation menu.

  2. Select New bills.
    Screen_Shot_2022-05-05_at_12.07.19_PM.png

  3. Select Filter, and then choose your filter options.

  4. Check the Select All box to select all bills on the page or individually check boxes next to each client and matter.

  5. Click Generate.
  6. Choose the appropriate bill settings and then click Generate bills.

Screen_Shot_2022-05-04_at_15.15.37_PM.png

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