Billing Workflows
The following articles provide instructions on how to understand the billing process in Clio, including a detailed explanation of Clio's bill states, Payment Profiles, and additional options.
Videos
Articles
- Video: Billing Workflow
- Billing Workflow
- Trust Bill Payment Workflow
- Creating Bills
- How to Generate and Pay Combined Multi-Matter Bills
- Detail Levels Upon Bill Generation
- Editing Bills
- Adding and Removing Line Items Directly on a Bill
- Deleting Bills
- Draft Notifications
- Applying Discounts to Bills
- Applying Overpayments to Bills
- Applying Taxes to Bills
- Payment Profiles with Interest
- Recording Payments on Bills
- Editing and Deleting Bill Payments
- Non-Sufficient Funds (NSF) Check
- Applying Write Offs and Credit Notes
- Payment Plan with Flat Fee Billing
- How to Void Bills