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How to Show One Line Item per Matter on a Multi-Matter Bill with Multiple Time Entries per Matter?

Objective:

  • Only show and aggregate time entries to single line items on a multi-matter bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Billing on the left
  2. Click New bills blue button on the right
  3. Click the checkbox beside the client's name
  4. Click Generate
  5. Check the box Combine multiple matters for one client into a single bill
  6. Check the radio button Aggregate
  7. Choose Aggregation options
  8. Click Generate bills

 

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