Downloading and printing bills that you or another firm user generated can help you keep your billing records organized and accessible. You can download and print bills individually or in bulk.
Download bills
Bills can be downloaded individually or in bulk. You can download the bills from the main Billing tab, the Bills subtab within a contact or matter, or by clicking the bill ID to view a bill.
- Go to the main Billing tab or the Bills tab within a matter or contact.
- Optional: Check the box next to all the bills you want to download.
- Click the Actions down arrow and select Download bill.
- Choose the output format and click Download.
- Go to the bill.
- Click Download PDF or click the down arrow and select Download CSV.
Print generated bills
If you need to print bills that you previously generated, follow these directions:
- Go to Billing.
- Select the relevant bill status quick filter. Click All to view all generated bills.
- Check the box next to the bills you want to print.
- Select down arrow next to Send and click Print.