Billing Workflows

Articles

• Is There a Way to View All Write-Offs/Credit Notes Applied to Bills on a Specific Date?
• Issue: Bill Has Payments That Make It Appeared Paid, When the Bill is Still Considered Unpaid
• Custom Autofill Fields
• Can I Combine Bills After They Have Been Paid?
• How do I Turn Off Bill Reminders for Clients?
• How to Send an Invoice Without Sending All of the Invoices for That Contact
• Can I Apply a Discount to Only the Services on a Bill?
• What Does the Last Paid Column Mean in Outstanding Balances?
• How Can I Tell On What Date An Invoice Was Paid?
• Can I Bill for One Activity Entry?
• Why do I get an Error when Applying a Credit Note?
• Can I Delete A Bill In Unpaid State?
• How to Show All Time Entries on a Flat Fee Matter's Bill, But Not Charge For Them
• Are Bill Message Templates Firm Wide?
• Can I Mark an Activity Entry as 'Non-Billable' While Removing it From a Bill?
• Can I Display More Than 200 Results on the Billing Page?
• Can I Remove Amount Due on Other Bills on Clio Generated Bills?
• How Can I Send a Bill Only to the Related Contact As the Bill Recipient?
• Can I Change the 'Send Replies To' Email in the Automated Bill Reminders Tab?
• When Sharing a Bill via Clio Connect, What Does "Notify contact via email when this bill is shared" Do?
• Is There an Option to Include a PDF Bill as an Attachment When Sending a Bill to My Clients?
• Can You Void a Bill That Has a Clio Payment Recorded?
• Can I Request a Retainer From A Client to Be Held in The Operating Account?
• Can I Add/Remove Tax from Disbursements only on a Bill?
• Can the Invoice Summary Be Removed From the Body of the Bill Share Emails?
• How Do I Download All of a Clients Outstanding Bills?
• How Can I Record a Payment on a Bill from the Client/Trust Fund to a Third Party?
• Is it Possible to Create a Bill With More Than one Currency included?
• Why Are My Old Bills Showing Updated Trust Balances?
• Can I Apply a Discount Larger Than The Total of the Bill?