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
- Issue: Excess Payment Amounts Not Recorded When Applied as Total Payment
- How Can I View Which Firm User Recorded a Payment on an Bill?
- Does Clio Have A Payment Tracking Sheet or Similar Feature That Is Not An Invoice?
- How to Move a Bill From Unpaid to Paid Status in Clio Manage?
- Can you Delete Bill Payments with only the "Accounts" Permission
- How Do I Bulk Remove A Direct Payment That Was Applied to a Multi Matter Bill
Outstanding Balances
- Are Overdue Trust Requests Included In The Outstanding Balances Tab?
- Does an Automated Bill Reminder Email Update the Outstanding Balance Tables's "Sent At"?
- How Do I Email My Customers With Their Overdue Balances?
- Outstanding Balances Tab Showing Owing Balance for a Client Whose Bills Were Paid Off
- Can I Print Out an Outstanding Balance Bill For a Client?
- How Do I Send a Preview Email of My Client's Outstanding Balance to Myself?
Statement of Accounts
- 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
- Can the Statements of Account be Emailed like the Bills?
Bill Themes
- ★ Can I only show Operating Account on the Bill ?
- Can I Change The Alignment For Information In The Body Of The Time Keeper Information Of A Bill Theme?
- Can You Show Past Month History On Current Bill?
- How to Show/Remove Client Reference Number on Bills
- How to Show Quantity Subtotals on a Bill
- Can the Firm Information Be Shown at the Top of Each Page of a Multi-Page Bill?
Bill Generation
- ★ Error Adding a Line Item to a Bill
- How to Bill a Matter for a Mediation
- How to Show Only Bills That Are Not Past Due or Past Due?
- Can I Set Up Billing Cycles in Clio Manage
- Taxes Not Updating to the Correct Amount in the Edit Invoice Window
- Can I Issue a Combined Revenue Bill and Trust Request?
Billing Workflows
- Can I Request Client Funds, From Within Clio, to Be Held in the Operating Account Rather Than the Trust Account?
- Can I Add/Remove Tax from Disbursements only on a Bill?
- Can the Invoice Summary Be Removed From the Body of the Bill Share Emails?
- How Do I Download All of a Clients Outstanding Bills?
- Why Are My Old Bills Showing Updated Trust Balances?
- Can I Apply a Discount Larger Than The Total of the Bill?
Trust Requests
- Can I Change a Trust Request ID?
- Is it Possible to Record a Retainer Amount in the Form of Hours?
- Is it Possible to Send a Client Level Trust Request to the Bill Recipient on a Matter?
- Can I Create Multiple Trust Requests at Once?
- Can I Delete a Payment Received on a Trust Request?
- How Do I Send A Trust Request To A Client?
LEDES
- ★ Why do Pipes in my Activities cause errors with LEDES invoices?
- ★ Client Reference Number Not Auto Updating When Downloading LEDES Bill
- Can I Track Which Invoices I Have Submitted With LEDES?
- How to Contact CounselLink Support
- Can Invoice Description Data be Replaced with "Initial/Interm/Final" and be Limited to 16 Characters in a LEDES1998B File?
- Why Can't I Find a UTBMS Code?