Sometimes, you just need a bill generated quickly—whether it’s an initial consult with a new client, or a one-off charge for an existing one, Clio’s new Quick Bill feature greatly reduces the amount of work necessary to generate a bill through a smooth, intuitive interface.
With the feature, you’re able to easily generate bills for existing clients, or automatically create clients, matters and time entries in Clio simultaneously. If you’re generating a new bill for a non-existing client, you’ll want to visit the ‘Bills’ tab and click the ‘New Quick Bill’ button. This will open up the Quick Bill window with your firm information already populated.
Because this is for a brand new client, under the ‘To’ field, click the ‘New person’ or ‘new company’ link—this will allow you to create a brand new contact in Clio directly from this screen. Enter your client’s information. Because all time entries/billings must be associated with a matter for reporting purposes, click the ‘New Matter’ link and enter a description as well:
Next, the most important part: add a time entry (so you’re actually billing the client for something.) Simply click the ‘Add a time entry’ link, select the responsible party from a drop-down, and enter the date, description for the time entry, duration, and your hourly rate:
Add additional time and/or expense entries as necessary. Once all of your time and expenses have been added (you can confirm the total amount of the bill in the ‘Bill Total’ field), click the ‘Generate Draft’ button. You now have a completed version of your bill AND the client, matter and time/expense entries have been logged in Clio for future use—no more redundantly entering information twice!
For an existing client or matter, the process will be the same—but to save time, you can launch the Quick Bill directly from the client or matter page, which will pre-populate the fields with the client’s information. Please note that generating a Quick Bill will not capture existing unbilled time entries—those must be billed as normal via the ‘Bills’ page.
With Clio’s Quick Bill you’re able to customize your billing workflow in a way that works best for you—no more laboriously creating client, matter, time entry and billing records before being able to invoice a client. Try the new feature out and let us know what you think!