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How to Carry Over Outstanding Balances into Clio


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


  • 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.


  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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