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How to Bill a Matter for a Mediation

Objective:

  • Set up a Matter's billing for mediation
  • Recording payments on Bills for mediation

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Create the Matter as you normally would
    • Use the Create New button at the top right of the page
    • Go to Matters on the left side and click on New Matter at the top right.
  2. Once the Matter is created, record the payments from the separate parties in the Transactions tab of the Matter
  3. Generate a Bill for the Matter using Quick Bill or the Billing tab on the left.
  4. Record the payments on the Bill and set the payment source to the respective bank account.

 

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