Objective:
- Bringing over previous balances into Clio and adding them to an existing bill
- Inputting prior accounts receivables on current bills
- Add rollover balances to an existing invoice
Environment:
- Clio Manage
Additional Information:
Click here for details on how to carry over outstanding balances onto a Matter, not a Bill.
Procedure:
- Create a Flat Fee Activity Category for the carry over balance (see the first step in this article here)
- View the Bill
- Click on More actions at the top-right
- Select Edit
- Click on Add Time
- Select the Flat Fee Activity Category
- Enter the Rate
- Click Save
- Save Invoice