This article may be out of date!
Visit the New Knowledge Center

How to Carry Over Outstanding Balances Directly Onto an Existing Bill


  • 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


  • Clio Manage

Additional Information:

Click here for details on how to carry over outstanding balances onto a Matter, not a Bill.


  1. Create a Flat Fee Activity Category for the carry over balance (see the first step in this article here)
  2. View the Bill
  3. Click on More actions at the top-right
  4. Select Edit
  5. Click on Add Time
  6. Select the Flat Fee Activity Category
  7. Enter the Rate
  8. Click Save
  9. Save Invoice
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