- How do I add a previous balance to a bill?
- How do I add an existing client balance from a previous software into Clio?
- Clio Manage
- To create an Activity, please view our Help Centre article here.
A running balance would be considered as a Time Entry in Clio Manage.
To record a running balance for a Matter, create a Time Entry with the quantity set to 1.0 and the rate set to the amount outstanding. From there, you are able to bill the Activity.