Billing
Generate and edit bills, interest and discounts, bill write-offs, and LEDES formatted bills.
Videos
Manual Payments
- Error: Payment Failed To Process: Wikipedia Error Code
- 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
Outstanding Balances
- Will the Outstanding Balances Report Include Closed Matters?
- If I Send Outstanding Balances Reminder to a Client, Would They See the List of All Bills and Their 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?
Statement of Accounts
- Why Is My Statement of Accounts Report Not Generating?
- 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?
Bill Themes
- What Information Will the Client Account Show on a Bill?
- How Do I Add Information to a Bill Under the Matter Description?
- Can I Increase the Line Spacing On Bill Themes?
- Can the Account Name be Removed from the Detailed Statement of Account on a Bill?
- How To Remove the Attorney Summary From a Bill
- Can a Blank Page with a Signature be added to Existing Bills or Be Included When Generating New Bills?
Bill Generation
- If I Make Edits on the QuickBill Page and Do Not Generate, Do the Changes Save?
- 'To' Fields are Blank When Generating a Quick Bill
- Can Bills be Split Automatically?
- Can I Show Operating Account and Trust Account Transactions For a Specific Time Range on a Bill?
- Discount Shows as Zero After Pasting an Amount into the Discount Field on a Draft
- Can I Show past Paid Activities on Newly Generated Bill?
Billing Workflows
- ★ Automated Bill Reminders in Clio Manage
- How to Remove Tax from One Line Item
- Can I Disable Digits After the Decimal On a Bill?
- Can I Discount Only the Remaining Outstanding Balance after a Payment Has Been Applied to an Invoice?
- How to Bill using Pre-Purchased Time?
- How to Create a Bill That Doesn't Include All Work in Progress on a Matter
Trust Requests
- Can I Send Trust Requests for Closed Matters?
- Can Trust Requests be Automatically Generated Based on the Trust Threshold?
- 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?
LEDES
- Can I Change the Timekeeper Classification Only on Specific LEDES Files?
- LEDES Bill is Adding Additional Rows when Opened in a Spreadsheet
- LEDES Error: The Total Amount Specified in the Invoice Does Not Equal the Sum of the Line Items
- 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?