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: Payment Plans
- Editing Bills with the Keyboard
- Video: Contingency Fee Billing Workflow
- Video: How to Approve Bills
- Video: How to Delete or Void a Bill
- Video: How to Edit a Draft Bill
- Video: How to Generate a Bill
- Video: How to Record a Payment
- Billing Workflow: Options and Bill States
- Editing Bills in the New Clio Experience
- How to Void Bills
- Recording Payments on Bills
- Creating Bills
- Applying Write Offs and Credit Notes
- Payment Profiles with Interest
- Video: Billing Workflow
- Trust Bill Payment Workflow
- How to Generate and Pay Combined Multi-Matter Bills
- Detail Levels Upon Bill Generation
- 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
- Editing and Deleting Bill Payments