You can view billing information in the Android app to view the status of your clients' bills. This information can be found in either Contacts or Matters.
When viewing a Contact or Matter, tap the "More" tab then tap the "Bills" button.
Once you have opened "Bills" you will be able to view all bills for that Contact or Matter that are in the Draft, Pending Approval, Awaiting Payment, or Paid states.
When viewing a bill's details, you will be provided with a visual indication of the bill's payment status.
To open a PDF version of the bill, tab the "View Bill" button.
When creating a new Matter or editing an existing Matter through the Android app you have the ability to specify the desired "Billing Method": hourly, flat, or contingency.
For information on how Matter Billing works in Clio, click HERE for related articles.
Creating and working with hourly Matters in the Android app is similar to working with hourly Matters in the full web app. This is the default Matter Billing type that is assigned when creating a new Matter in Clio.
Flat Rate Matters
When creating flat rate Matters on the Android app, you are provided with a field to enter the Billing Rate.
Once the Matter has been saved, a flat rate time entry will automatically be created in the same manner as if you were working in the full Clio web app.
Note: When creating a flat rate Matter through the Android app, the flat rate will automatically be assigned to yourself (the user creating the Matter). The recipient of the flat rate can be changed through the web app.
When creating contingency Matters on the Android app, you are provided with a field to enter the Rate percentage.
When the Matter has concluded, you will be required to set the award amount in the Clio web app. However, once the contingency award entry has been created, you are able to edit that entry from the "Time" tab of the Matter.
Note: When creating a contingency Matter through the Android app, the fee recipient will automatically be assigned to yourself (the user creating the Matter). The fee recipient can be changed through the web app.