Billing Workflows

Articles

• ★ Automated Bill Reminders in Clio Manage
• Will Automated Bill Reminders Be Sent If There's an "Authorized" Credit Card Payment on a Bill?
• Why is the Preview Bill Email Payment Link expired?
• Can I have Multiple Currencies on a Bill in Clio?
• Why Do Clients not see Other Invoices Owed as Part of an Email They Receive When a Bill is Sent?
• Can Clio Authenticate When a Bill Was Sent to My Client?
• Do Discounts Apply to The Entire Bill First or Individual Line Items If I apply discounts to Both?
• What Does a Write Off Mean On a Bill?
• How to Download a Bill Sent by Email?
• Can I Enable Decimal Rounding for Specific Clients?
• Can I Approve and Apply Operating Funds in Bulk
• How to Remove Tax from One Line Item
• Can I Disable Digits After the Decimal On a Bill?
• Can I Discount Only the Remaining Outstanding Balance after a Payment Has Been Applied to an Invoice?
• How to Bill using Pre-Purchased Time?
• How to Create a Bill That Doesn't Include All Work in Progress on a Matter
• Which Plan are Automated Bill Reminder Available On?
• 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?
• 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?
• Can I Set a Default Bill Sharing Method to Clio Connect?
• How do I Log Funds as Income in Clio Manage?
• 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?