In Clio Manage, you can download and print invoices that you or another firm user generated, one at a time or in bulk. Downloaded copies give you a portable record of each invoice for your files or a client's. Keeping these copies organized makes your billing records accessible whenever you need them.
Download individual invoices
Download an invoice from the Invoices page, from the Invoices subtab in a contact or matter, or from the invoice itself. If your firm uses online payments, a PDF download of an unpaid invoice can include a QR code for payment.
- Go to Invoices, or go to the Invoices subtab in a contact or matter.
- Click the down arrow next to the row's action button and select Download invoice.
- Choose the output format.
- Optional: For a PDF download of an unpaid invoice that accepts online payments, the Payment QR code on the invoice is enabled by default. To leave the QR code out, turn off Payment QR code on invoice. To keep it, choose the deposit account and which invoices the payment applies to first.
- Click Download.
- Go to Invoices and click the invoice number in the ID column.
- Click Download PDF, or click the down arrow and select Download CSV.
- The down arrow also lists the LEDES formats, except on trust requests, and Download expense receipts when the invoice has expense receipts.
Download invoices in bulk
Download several invoices in one action from the Invoices page or from the Invoices subtab in a contact or matter.
- Go to Invoices, or go to the Invoices subtab in a contact or matter.
- Select the checkbox next to each invoice to download.
- Click the down arrow next to the bulk action button and select Download.
- Choose the output format.
- Optional: For a PDF download of unpaid invoices that accept online payments, Payment QR code on invoice is on by default. To leave the QR code out, turn off Payment QR code on invoice. To keep it, choose the deposit account and which invoices the payment applies to first.
- Click Download.
Print generated invoices
You can print invoices that you generated earlier, from any invoice state quick filter. Print is in the bulk action menu, which opens after you select one or more invoices.
- Go to Invoices.
- Select the relevant invoice state quick filter. Click All to list every active invoice. Deleted and voided invoices are listed under Archive.
- Select the checkbox next to each invoice to print.
- Click the down arrow next to the bulk action button and select Print.
Up next
- Send Bills to Clients: Send an invoice to the client by email, text message, or Clio for Clients.
- Filter and Export Bills: Find invoices across your firm and export them as PDF, CSV, or a statement of account.