Billing
Generate and edit bills, interest and discounts, bill write-offs, and LEDES formatted bills.
Videos
Manual Payments
- Error "Payment Amount Cannot Exceed Open Balance" When Recording an Overpayment on a Bill
- Issue: Receiving "The maximum balance you can apply to " X Matter" is "X Amount"" Error When Editing a Trust Payment on a Bill with Interest
- Error: Payment Failed To Process: Wikipedia Error Code
- How to Record Notes on a Bill
- 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?
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
- Does Emailing the Statement of Account Provide a Payment Link?
- 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?
Bill Themes
- Adding A Signature To Bills as Required by the Law Society Of British Columbia
- How to Rename the Attorney Column on Bills
- How to Include Summary of Account at the Bottom of an Invoice
- How to Change the Language on a Bill
- Issue: Discount Total is Showing Incorrect Amount When Discount is Applied to Services Only
- How do I Remove the Activity Category from the Description on a Bill Theme?
Bill Generation
- How to Generate Only One Matter onto a Bill?
- Is There a Way to Prevent Certain Clients from Being Sent Bills?
- Will a Client Be Notified When a Firm Views a Document That Was Sent Through the Client Portal?
- Does Clio Send a Notification When an Invoice is Sent to an Invalid Email?
- Not All Bills Show Up When I Print Multiple Bills at Once
- Is It Possible to Generate a Bill for a Client With No Matter?
Billing Workflows
- ★ Automated Bill Reminders in Clio Manage
- Will Automated Bill Reminders Be Sent If There's an "Authorized" Credit Card Payment on a Bill?
- Why is the Preview Bill Email Payment Link expired?
- Can I have Multiple Currencies on a Bill in Clio?
- Why Do Clients not see Other Invoices Owed as Part of an Email They Receive When a Bill is Sent?
- Can Clio Authenticate When a Bill Was Sent to My Client?
Trust Requests
- Does the EasyStart Subscription Plan Include Trust Requests?
- Key Resources: Trust Request/Client Funds
- 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?
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?