Downloading and printing bills that you or another firm user generated can help you keep your billing records organized and accessible.
Download individual bills
You can download bills from the main Billing tab, the Bills subtab within a contact or matter, or when viewing a bill.
- Go to the main Billing tab or the Bills subtab from a matter or contact page.
- In the Actions column, click the down arrow and select Download bill.
- Choose the output format.
- If you use Clio Payments, you can choose to include a QR code in which case you can also choose the deposit account and which bills to apply payment to first.
- Click Download.
- Go to the bill.
- Click Download PDF or click the down arrow and select Download CSV.
Download bills in bulk
- Go to the main Billing tab or the Bills subtab from a matter or contact page.
- Check the boxes next to the bills you want to download.
- In the header of the table, click the down arrow and select Download.
- Choose the output format
- If you use Clio Payments, you can choose to include a QR code in which case you can also choose the deposit account and which bills to apply payment to first.
- Click Download.
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.