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How to Create a Bill That Doesn't Include All Work in Progress on a Matter

Objective:

  • Create a bill for x amount of the work in progress on a Matter
  • Only bill certain Time or Expense entries on a Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

To create a Bill that only includes some of the Time or Expense entries recorded on a Matter you can follow these steps:

  1. Go to the Matter you would like to bill
  2. Click Quick Bill
  3. Remove all the entries you do not wish to bill by clicking the red X to the right of them
    • Note: this will not delete the entry from the Matter, it will just be put back to an un-billed state and can be billed later instead
  4. Once the only entries left are those that you wish to bill make any changes needed in the Options section e.g. Tax, Issue date etc.
  5. Click Generate Bill
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