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Download and Print 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 subtab. 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.
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billing, client portal, write off