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
- ★ Automated Bill Reminders in Clio Manage
- Can I Show The Last Payment Date On Older Invoices?
- Can Bill Subtotals Include Tax?
- Can You Add Chase Notes on a Billing Report?
- Can I Filter a Bill by the Status?
- How to Disable Automated Bill Reminders?
- Can Taxes Be Edited for More than One Bill at a Time?
- Why Does "Undefined: Undefined" Appear When I Attempt to Record Payment on a Bill?
- Can I Write off Services and Expenses Separately?
- If I Turn On My Automatic Bill Reminders Will The Reminder Be Sent Out Today?
- Is the Activities Date Range in Billing Inclusive or Exclusive?
- Why Can't I See the Credit Note Button on a Bill?
- Is There A Way To Remove The Bill Number From The Bill Share Email Sent To The Client?
- Can I Remove Due Date From The Bill Notification Email?
- Why Is the Wrong 'Outstanding Balance' Showing in the Matter Dashboard?
- Why Do I have Unbilled Activities under Work in Progress when the Matter is Non-billable?
- Can I Preview a Bill Without Having to Draft A Bill?
- How to Apply Trust on Multiple Invoices for the Same Matter
- What are the Options to Aggregate Line Items on a Bill per Day?
- Can I Have the Secondary Tax Apply Automatically Onto My Bills?
- Can I Send Automatic Bill Reminders to Specific Contacts Per Bill?
- Can You Add Multiple Subtotals on a Bill in Clio Manage?
- Why Did the Clio Payment Not Apply to My Bill?
- Is it Possible to Require Bills to be Approved by More Than One Attorney?
- Can I Remove the 'Pay Online Now' Button When Bills Are Shared via Email?
- Can I Send a Bill with Clio For Clients?
- Can You Bulk Edit Invoice Numbers?
- Can I Separate Time and Expense Entries by Month and Have a Subtotal For Each Month on One Bill?
- What Happens When I Remove a Credit Note / Write Off From a Bill?
- Is There a Way to View All Write-Offs/Credit Notes Applied to Bills on a Specific Date?