Billing Workflows

Articles

• ★ Automated Bill Reminders in Clio Manage
• How to Enter a Flat Rate Charge For a Matter
• Is There a Maximum Number of Invoices That I Can Send Out at the Same Time?
• Can I Choose Which Line Items to Allocate a Bill Payment To?
• Is It Possible to Tell Who Bills Were Submitted to for Approval?
• Can I Filter Bills by a Specific Charge?
• If I delete a Payment in Clio, can I Retrieve it?
• Do I Have to Do Anything After Sending a Bill for Payment?
• Can I Set a Default Bill Sharing Method to Clio Connect?
• How do I Log Funds as Income in Clio Manage?
• Can I Send a Bill Reminder via Text Messaging to Clients?
• If I Update or Enable Primary Tax in my Bill Settings, Will This Automatically Update all Existing Bills?
• Why Does the Matter Dashboard not Match the Amount Owing in Unpaid Bills?
• Can I Have More Than One GST/HST Rate
• How do I Include a "Attention To" Section on a Bill?
• Can I Automate a Trust Request in Manage to be Created when an Intake Form in Grow is Submitted?
• Can I have a Signature on an Invoice?
• If I Send out a Draft Bill, Will Clio Automatically Approve It?
• Can You Restrict Who Can Approve a Bill?
• How to Change a Bill from Paid to Unpaid Status
• How to Issue a Bill for a Certain Amount or Edit a Bill's Total Balance
• Will Editing the Principle of a Bill Affect Existing Interest Charges?
• Payment Amount not being Autofilled When Recording a Payment
• How Do I Edit the Discount That was Applied to a Bill?
• Can I Import My Bank's Credit Card Charges Into Clio To Bill?
• How to Update the Last Sent Date if a Bill had Already Been Sent to the Client Outside of Clio?
• Can I Split Bills by Country?
• How to Show One Line Item per Matter on a Multi-Matter Bill with Multiple Time Entries per Matter?
• Can I Send My Clients Paper Bills?
• Can I Filter Bills for Client with Trust Funds?