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Outstanding Balances

Simplify and manage your firm’s entire billing workflow in Clio. Outstanding Balances is a separate subtab within the main Billing tab of Clio Manage. It enables firms to view, share and manage your clients’ outstanding balances from one place in a few simple clicks— eliminating tedious invoicing tasks and reducing the risk of error.

Once an outstanding balance is shared, the client will receive an email that shows the total amount due, including a list of the invoices that add up to the total sum outstanding. Clients can then choose to pay down their outstanding balance via credit card, using a secure payment link supplied in the email.

 

 

Why use Clio Manage’s Outstanding Balances subtab?

Simplify your billing workflows. View, share and manage client outstanding balances from one place. Track the status of multiple outstanding invoices with ease--quickly source and share outstanding balances with clients.

Save time. Eliminate manual billing work, and spend less time tracking and sending invoices each month.

Deliver exceptional client service. Send professional, firm-branded payment reminder emails that provide a detailed breakdown of client invoices and their outstanding amounts. Allow clients to pay online instantly with a credit card, via a secure payment link.

Reduce confusion. Quickly understand who owes what. See which clients owe your firm money from a single dashboard, and then notify clients with outstanding balances in a few simple clicks.

Follow-up on all of your outstanding balances on one page.

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