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
- Can I Edit the Matter Associated to a Direct Payment?
- Can I See the Original Payment Amount After Paying Multiple Bills with One Payment?
- Can I Send Automatic Payment Receipts for Direct Payments
- There is no Operating Account in the Drop Down for Source when Paying a Trust Request
- Cannot Change Direct Payment to Credit Card When Recording a Payment on a Bill
- How Do I Record a Manual Payment to a Trust Request
Outstanding Balances
Statement of Accounts
- Why Does a Deleted Bill appear on my new Bill Statement of Account?
- Can I Include Expenses and Time Details in Statements of Accounts?
- Can You Send Statement of Accounts to Multiple Contacts?
- Can I Set a Date Range on the Statement of Accounts on my Bill?
- Unexpected Balance Due on the Statements of Account for a Multi-Matter Bill
- What's The Difference Between Balance Due and Overdue Balance?
Bill Themes
- How to add Tax Column on Bill
- Is it Possible to Select a Different Firm Name When Sending a Bill?
- Can Clio Help Change my Bill Theme to Another Language?
- Why Does my Expense Header Disappear When I Only Include Expenses on Bills?
- Remittance Slip Notes Defaults to Original Text if Left Blank
- How Do I Edit Column Names on a Bill?
Bill Generation
- ★ Error Adding a Line Item to a Bill
- Is it Possible to Generate a Pre-Bill?
- What are All of the Bill States and their Meaning?
- Can I Customize The "New Bills" Page?
- How do I Add "Amount Due on Other Invoices" Total Listed Under the Account Summary When Emailing a Bill to a Client?
- How to Show Columns When Editing a Bill
Billing Workflows
- Is it Possible to Remove the UTBMS Code Description From Showing on the Activity Notes Line?
- Are the Totals of Approved Bill Reflected in an Operating Account as a Negative Amount?
- Can Over Payments Recorded be Automatically be Applied to Subsequent Bills?
- Unable to Add Credit Note or Write-off on all Bills for a Specific Matter
- Is it Possible to Send a Drafted Bill via Email within Clio?
- What Will the Subject Line of a Bill Sent from within Clio Say?
Trust Requests
- Can I Delete a Payment Received on a Trust Request?
- How Do I Send A Trust Request To A Client?
- Video: How to Create a Trust Request
- Can a Bill be Converted to a Trust Request?
- Can I Print a Receipt for a Payment into a Trust Account?
- How to Create a Pro Forma Invoice
LEDES
- ★ Why do Pipes in my Activities cause errors with LEDES invoices?
- ★ Client Reference Number Not Auto Updating When Downloading LEDES Bill
- Can I Generate A Bill in Legal Solutions Suite (LSS) Format?
- How Do I Open a LEDES File in Excel?
- How to Change the Timekeeper Name in Clio so it Appears as Timekeeper "1" on a LEDES Bill
- Creating LEDES 1998B Formatted Bills