Billing
The following sections and articles provide instructions on how to generate and edit bills, how to manage bills by applying interest and discounts, writing off bills, and downloading LEDES formatted bills.
Videos
Working with Bills: The Basics
- ★ Getting Started with Billing in Clio
- Filtering Bills
- Video: Walkthrough of Bills Tab
- Sharing Bills with your Clients
- Types of Billing and Fee Structures
- Quick Bills
Billing Workflows
- Video: Billing Workflow
- Billing Workflow
- Trust Bill Payment Workflow
- Creating Bills
- How to Generate and Pay Combined Multi-Matter Bills
- Detail Levels Upon Bill Generation
Trust Requests
- ★ Trust Requests: Frequently Asked Questions (FAQ)
- ★ Trust Requests: Creating and Managing Trust Request Bills
- Trust Requests: Closing Partially Paid Requests
- Video: Trust Requests
- Trust Requests: Sharing Trust Requests with your Clients
- Trust Requests: Recording Payments on a Trust Request