Filter and Export Bills

In Clio Manage, you can filter your bills to find the ones you need, then export them in bulk as PDF or CSV files for your records or a client's. You can also generate a statement of account for one client or all clients to show payments and balances at a glance. This gives your firm a clear, exportable record of billing activity without opening each bill individually.

Filter bills

Filter bills from the main Billing page or from a matter or contact's Bills subtab, by client, matter, originating solicitor, responsible solicitor, the date the bill was sent, the due or issue date range, overdue bills, bill type (client funds or firm revenue), currency, or custom fields. Search by a bill's ID number in the Search by ID field.

1. Go to Billing or the Bills subtab in the contact or matter.
2. Select a bill status quick filter: Draft, Pending approval, Unpaid, Paid, All bills, or Archive.
3. Optional: Click Columns to show or hide specific columns on the table.
4. Click Filters.
5. Select your filter choices and click Apply filters.

Export bills

When exporting bills, you can export all generated bills, only bills with outstanding balances, or bills in specific states. You can also apply filters to narrow your results further. To export bills:

1. Go to Billing.
2. Select Bills or Outstanding Balances.
3. Optional: Select a bill state.
4. Optional: Click Filters, choose your filters, and click Apply filters.
5. Scroll to the bottom of the page and click Export.
6. Select the export format and click Export.

Generate statements of account

A statement of account export shows bill invoice amounts, payments, and balances due on a client's account, including any interest, discounts, and credit notes applied to bills in the total calculation. The export excludes transactions unrelated to bill payments, such as amounts deposited into client accounts. Generate this export for all clients with approved bills, or for specific clients, and select filters such as date range or client funds account or operating balance.

1. Go to Billing.
2. Click the down arrow next to New bills and select New statements of account.
3. Make selections relevant to your export.
4. Click Generate Statements of Account.

Up next

• Split Billing: Divide a matter's bill among multiple payers.
• Edit Bills: Download and print an individual bill.