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Can I Migrate Bills into Clio?

Objective:

  • Migrating Bills 
  • Importing Bills from my old software into Clio

Environment:

  • Clio Manage

Additional Information:

Currently, it is only possible to migrate Time and Expense Entries, but not Bills. Note that Time Entries and Expenses will come over as unbilled time when imported/migrated. 

Answer:

While Bills cannot be migrated or imported into the Clio's billing features, please note the following recommended best practices for bringing your Clients' billing history to Clio:

  1. Bring over your Outstanding Accounts Receivables Balances and Trust Balances so that your Client balances are correct. From this point, you can create new Bills in Clio to reflect your Clients outstanding balances and record payments against that balance.
  2. Keep an archive of your older Bills in Clio by saving PDF versions as Documents attached to the appropriate Clients or Matters.
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