KCS - 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 Web App

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 (see steps here)
  2. View the bill
  3. Delete any existing bill Payments (see steps here)
  4. Click on More actions at the top-right
  5. Select Edit
  6. Click on Add Time
  7. Select the Flat Fee Activity Category
  8. Enter the Rate
  9. Ensure the "Create new Time Entry Record?" is checked off
  10. Click Save
  11. Save Invoice

 

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