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
- Where Do Payment Descriptions Appear?
- How to Delete a Payment from Bill
- If I Backdate a Payment for a Bill, Will the Interest Automatically Recalculate?
- Can I See a Write Off Description Added to a Full Balance Write Off?
- Why Does Amount Due not Match Payment Recorded Amount?
- Can I Mark a Single Item on a Bill as Paid?
Outstanding Balances
- 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?
- Are Overdue Trust Requests Included In The Outstanding Balances Tab?
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?
- Can I Hide Paid Bills from Statements of Account
Bill Themes
- ★ Can I only show Operating Account on the Bill ?
- How to Hide the Description Column From a Bill
- Can I Have The Time Stamp of A Time Entry Show in A Bill?
- How to Hide the Rate Column When Show Attorney Summary is Enabled?
- How to Remove the Discount Column from Bills
- Unable to See UTBMS Code Description When Generating an Invoice
Bill Generation
- ★ Error Adding a Line Item to a Bill
- Can I Skip the Bill Approval Process on All Bills by Default?
- Time Entries Created At The End of The Month Get Excluded from Bills When Generating Bills Using A Specific Date Range
- Can I Override Invoice Numbering If the Highest Bill ID Is Voided?
- Can I Filter Bills Based on Billing Type?
- Why is the Firm Logo and Address Showing Up Twice on a Bill?
Billing Workflows
- ★ How to Change the Due Date on a Bill
- ★ Automated Bill Reminders in Clio Manage
- Can I Add a Bill Recipients Name on the Bill?
- Is It Possible to Send Automated Bill Reminders in Bulk?
- Flat Fee Entry is Not Getting Created for my Flat Fee Matter?
- Can You Edit Hyperlinks In Bill Message Templates?
Trust Requests
- Why Can't I See An Account Listed To Add Money From My Trust Request?
- How Do I Write Off Trust Requests Without Making A Payment?
- Does Clio Integrate with Unbundled Attorney ?
- Can I Send Trust Request Reminders?
- Is There an Option to 'Accept payment up to the total of all Trust Requests' When Sending to Client?
- Can I Apply A Credit Card Payment As A Direct Payment To A Trust Request For A Receipt
LEDES
- ★ Why do Pipes in my Activities cause errors with LEDES invoices?
- ★ Client Reference Number Not Auto Updating When Downloading LEDES Bill
- Legal Tracker "Date Outside of Range" Error Message
- What does a LEDES format invoice look like?
- Can I Track Which Invoices I Have Submitted With LEDES?
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