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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
- Video: How to Share Bills
- Filtering Bills
- Sharing Bills with your Clients
- Quick Bills
- Statements of Account
- How to Override the Default Bill Numbering Scheme
Billing Workflows
- How Do I Split Up a Bill With Multiple Clients Using Clio Payments
- Can I Set Multiple Default Contacts when Sharing a Bill
- Video: Payment Plans
- Editing Bills with the Keyboard
- Video: Contingency Fee Billing Workflow
- Video: How to Approve Bills
Trust Requests
- Video: How to Create a Trust Request
- Can I Print a Receipt for a Payment into a Trust Account?
- Trust Requests: Frequently Asked Questions (FAQ)
- Trust Requests: Creating and Managing Trust Request Bills
- Trust Requests: Recording Payments on a Trust Request
- Trust Requests: Reporting on Trust Requests and Trust Payments