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