KCS - 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

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. Navigate to the Activities tab
  2. Click on the Activity categories button (top-right)
  3. Click Add activity category
  4. Enter the Name (e.g., Outstanding Balance)
  5. Select Flat Rate as the Billing method
  6. Leave the Rate as 0.00
  7. Click Save category
  8. Access the page for the appropriate matter
  9. Navigate to the Activities sub-tab
  10. Select Add time
  11. Select the created Activity category 
  12. Populate the Rate with the outstanding balance
  13. Click Save entry
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