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
- ★ How to Change the Due Date on a Bill
- ★ Automated Bill Reminders in Clio Manage
- How to send Invoice to client via email
- Is an Address Required to Generate a Bill for a Client?
- Can Bills Shared via Clio Connect Also Include a PDF Attachment of the Bill?
- How Do I Bill for a Conditional Fee Matter?
- Why is the Invoice Displaying an Incorrect Tax-Owing Amount?
- When a Payment Is Applied to a Bill with Interest, What Percentage of the Payment Will Go Towards the Interest?
- Why Does the Work in Progress Section of the Matter Show a Negative Balance?
- Can the Date be Changed After an Invoice Has Been Approved?
- Can I Have a Default Bill Message Template Populate for Each Client?
- Will a Copy of My Bill Message Email Appear in My Sent Box in Outlook or Gmail?
- What Permission Does a User Need to Apply a Credit Note?
- How Do I Create a Deduction on my Contingency Fee Award?
- Can I Change Discount to Dollars On Aggregated Bill Line Items?
- What Happens After The Attorney Approves a Bill in Pending Approval Status?
- Is it Possible to Show a Refund Processed in Clio From a Bill on a Previous Program?
- If an Invoice is Sent Out to 2 Bill Recipients, when One Enters Credit Card Info, will the Other be Able to See This?
- Issue: Adding a Discount by Editing the Bill From the Bill View Page Removes Bill Total From the Edit Screen
- How is Simple Interest Calculated on a Bill?
- Is it Possible to Manually Update a Bills Total Amount and Have Clio Auto-Recalculate the Rates on each Activity to Match Updated bill Total Amount?
- Is It Possible to Apply a Credit Note Without an Existing Bill?
- Is it Possible to Select Custom Address as a Default for When Bills are Sent?
- Can I Create a Balance Forward Bill?
- How to Create a $0 Line Item?
- Statement of Accounts Displaying Amount Owing When Payment Has Been Made
- How to Edit a Bill That Has a Negative Balance
- How to Void a Bill With No Line Items and No Payments?
- Bulk Approving Bills in the Pending Approval Status
- Can My Client See the Contacts I CC'd on Their Bill?