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How to Carry Over Outstanding Balances into Clio

Objective:

  • Bringing over previous balances into Clio
  • Inputting prior accounts receivables
  • Record previous Accounts Receivables within Clio
  • Add rollover balances
  • Enter beginning balances 

Environment:

  • Clio Web App

Additional Information:

To complete the process a Bill has to be generated and Approved so that the previous A/R is displayed as A/R for that Matter/Client in Clio. You can generate the Invoice right away, or wait for your billing time where there may be new time entries added to bill.

Procedure:

  1. Create an Activity category
  2. Create a Time Entry for the balance
      • How to Add Time to a Matter
      • Select the Outstanding Balance Activity category if you created one
      • Enter the Outstanding Balance in the Rate field
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