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
Manual Payments
- How to Record Notes on a Bill
- When Recoding a Credit Card Payment, the Deposit Account Is Blank
- Where Can I See the Description Added in the Edit Payment Window When Recording a Payment on a Bill?
- Where Can I See the Description Added to a Write Off?
- Why Can't I see the Firm Operating Account as A Destination when Recording A Direct Payment
- Can I Search for Direct Payments in Clio?
Outstanding Balances
- How to View the Remaining Outstanding Balance for a Client?
- Can I Exclude A Specific Invoice from the Outstanding Invoices Balance Calculations
- Issue: Outstanding Balances Page Showing Client Balance, but When Clicking on the Balance, No Outstanding Bills Show
- When do Bill Reminders Get Sent When Turning On The Feature After I Issued the Bill?
- Unable to See Outstanding Balances' Balance Column
- How Can I Quickly See Who Owes the Firm Money?
Statement of Accounts
- Can I Exclude Opening Balance Field From Statement of Accounts
- Does the Statement of Account Report show The Total Amount Received in Payment?
- Is it Possible to Generate a Closing/Settlement Statement?
- Can I Generate a Statements of Account for Matters That Have Outstanding Balances, but No New/Unbilled Activities?
- How Can I Tell How the Opening Balance of a Client's Statements of Account is Derived?
- What Report Will Show Me a History of a Matter to Share with the Client?
Bill Themes
- ★ Can I Show Only the Operating Account Balance on the Bill?
- Is It Possible to Make a Bill Due Upon Receipt and Charge Interest 30 Days Later?
- How to Show Timekeeper Name, Position, Hours, Rate and Total on a Bill
- Does Clio have Bill Themes in Other Languages?
- Can I Customize the Attorney Summary Section of A Bill Theme?
- How Do I Add a Date Range on an Invoice?
Bill Generation
- ★ Error Adding/Editing a Line Item on a Bill
- Can I Remove Inactive Users from the List of Responsible Attorneys when Generating a Bill?
- When does Interest Show up on the Bills?
- Can I set Certain Matters to not appear for Bill Generation (without going through the 'Billable Clients' list)?
- How to Change the Number of Initials of a Timekeeper on a Bill?
- If I Delete an Activity When Generating a Quick Bill, Will the Activity be Deleted from the Matter?
Billing Workflows
- ★ Automated Bill Reminders in Clio Manage
- How do I Log Funds as Income in Clio Manage?
- Can I Send a Bill Reminder via Text Messaging to Clients?
- If I Update or Enable Primary Tax in my Bill Settings, Will This Automatically Update all Existing Bills?
- Why Does the Matter Dashboard not Match the Amount Owing in Unpaid Bills?
- Can I Have More Than One GST/HST Rate
Trust Requests
- Trust Request Showing as Unpaid Even Though It Has a Payment on It
- Can I Edit a Matter Trust Request to be Client Trust Request Instead?
- Can I See Pending Trust Requests on a Contact's Dashboard?
- Can I Record a Payment onto a Trust Request from the Operating Account?
- Trust Request's "New Request" Button is Missing
- Is it Possible to Edit the Date of the Trust Request Line Item?
LEDES
- ★ Why do Pipes in my Activities cause errors with LEDES invoices?
- ★ Client Reference Number Not Auto Updating When Downloading LEDES Bill
- Receiving Client ID Error when Uploading LEDES Bill to Legal Exchange
- Where Can I Find a List of TimeKeeper Positions for LEDES Billing?
- Can I Delete One Specific UTBMS Code from a Set?
- Why is my Apostrophe Showing as an Upside Down Question Mark in my LEDES Billing Software?