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KCS - Can I Print a Receipt for a Paid Bill in Clio?

Objective:

  • To create/print receipts for bills/invoices within Clio 

Environment:

  • Clio Web App
  • Bills

Additional Information:

  • Learn how to print a Bill in Clio by clicking here.
  • Learn how to utilize the basics of Clio's Document Automation feature by clicking here.
  • Learn how to create a template with Document Automation by clicking here.

Answer:

Clio does not inherently have the ability to print off a receipt for a paid bill.

However, you can choose to use the Bill as a record of payment by printing off the Bill after it has been paid off and the amount outstanding is zero. Alternatively, you could utilize Clio's Document Automation feature to create a receipt template.

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