KCS - Can I Migrate Bills into Clio?

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:

  1. Bring over your Outstanding Accounts Recievable Balances and Trust Balances so that your Client balances are correct.
  2. Keep an archive of your older Bills in Clio by saving PDF versions as Documents attached to the appropriate Clients or Matters.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality