Objective:
- Migrating Bills
Environment:
- Clio Web App
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 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:
- Bring over your Outstanding Accounts Recievable Balances and Trust Balances so that your Client balances are correct.
- Keep an archive of your older Bills in Clio by saving PDF versions as Documents attached to the appropriate Clients or Matters.