Objective:
- More Actions
- Bills/Invoices
- Edit Bills/Invoices
- Billing Workflow
Environment:
- Clio Manage
Additional Information:
For further information, please see the following:
Answer:
Draft Bills:
- Submit for Approval - Is relevant to those firms using a Pending Approval workflow.
- Approve - When done reviewing the bill and changes are no longer required
- Approve and Apply Trust - Approve and apply Trust allows you to approve the bill and apply and Trust funds available at the same time
- Share - Share the Bill with a client or other firm member
- Delete - Remove the Bill from the account (this cannot be undone)
Pending Approval:
- Approve - When done reviewing the Bill and changes are no longer required
- Approve and Apply Trust - Approve and apply Trust allows you to approve the Bill and apply and Trust funds available at the same time
- Share - Share the Bill with a client or other firm member
- Delete - Remove the Bill from the account (this cannot be undone)
Awaiting Payment:
- Record Payment - Apply a payment received to a Bill
- Edit - Allow you to edit the Bill
- Void - Removes the Bill from the account (this cannot be undone)
Paid:
- Once a Bill has been paid, you can no longer make any amendments on less you delete the payment