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Do You Need Billing Permissions to Approve a Bill?

Objective:

  • to determine if Billing permissions are needed to approve an Invoice

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, to be able to view, approve and send a bill, Billing Permissions must be given. 

With Billing Permissions, the user can see the Bills tab on the side of Clio, and the Bills tab within Contacts and Matters. The user will also be able to edit and create invoices, approve and send bills, in addition to receiving payments on invoices. Credit card payment notification emails will be sent to this user. If you would like to determine permissions around Time Entry visibility, please click here.

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