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 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?
- How to Change the Due Date on a Bill
- How Can I Share a Bill or Trust Request with More Than 1 Person?
- When I Bulk Share Bills, Will My Client Get 1 Email or Multiple?
- When You Combine Multiple Matters on a Bill, Can You Separate Tax Per Matter on the Bill?
- Can I Remove the Future Interest Charges from Bills?
- Can I Prevent Certain Bills from Being Sent to Clients?
- Can I Show The Last Payment Date On Older Invoices?
- Can Bill Subtotals Include Tax?
- Is There an Audit Trail for Automated Bill Reminders?
- If I Manually Toggle The Automated Bill Reminder Will it Send Out An E-mail Immediately?
- Can You Add Chase Notes on a Billing Report?
- Can I Filter a Bill by the Status?
- Is Clio Manage's Automated Bill Reminders and InvoiceSherpa Reminders the Same?