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How to Carry Over Outstanding Balances Directly Onto an Existing Bill

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:

  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
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