KCS - How to Split a Bill

Objective:

  • Splitting Invoices between two parties 
  • Learn how split fee billing works

Environment:

  • Clio Web App 

Additional Information:

Clio does not support multiple clients on a Matter. While you can share an invoice with any email address, the invoice will still be addressed to the client. However, using workarounds, we can:

  • In a single Matter, create two invoices which are addressed to each payor and which divide the subtotal equally
  • Create two Matters so that clients and work information is documented thoroughly

If you are using the AlphaDrive suite, there are other options for splitting bills.

Provided below are the two methods for splitting Bills in Clio. 

Procedure:

Create two invoices which are addressed to each payor and which divide the subtotal equally

  1. Generate an invoice covering all the Time and Expenses you want to be paid for
  2. Edit this invoice and discount 50% from the subtotal
  3. Download the invoice for the client
  4. Create the other party as a Contact in Clio
  5. Edit the Matter and change the client to the other party
  6. Download the invoice for the other party
  7. Edit the Matter and change the client back to the original client
  8. Edit the invoice and remove the 50% discount

Download two separate copies of the invoice, changing the client on the matter to properly reflect the addressee:

  1. Create both clients as contacts in Clio
  2. Create two Matters, one for each contact
  3. On each Matter, create a Custom Field linking to the other Matter (so that it will be easy to navigate from one to the other)
  4. Enter Time and Expenses twice - once in each Matter
  5. Discount each invoice 50% to arrive at the correct total payment amount

 

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