Objective:

• More Actions
• Bills/Invoices
• Edit Bills/Invoices
• Billing Workflow

Environment:

• Clio Manage

Additional Information:

For further information, please see the following:

• Billing Workflow: Options and Bill States 

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