Billing Workflows

Articles

• 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?
• How to Disable Automated Bill Reminders?
• Can Taxes Be Edited for More than One Bill at a Time?
• Why Does "Undefined: Undefined" Appear When I Attempt to Record Payment on a Bill?
• Can I Write off Services and Expenses Separately?
• If I Turn On My Automatic Bill Reminders Will The Reminder Be Sent Out Today?
• Is the Activities Date Range in Billing Inclusive or Exclusive?
• Why Can't I See the Credit Note Button on a Bill?
• Is There A Way To Remove The Bill Number From The Bill Share Email Sent To The Client?
• Can I Remove Due Date From The Bill Notification Email?
• Why Is the Wrong 'Outstanding Balance' Showing in the Matter Dashboard?
• Why Do I have Unbilled Activities under Work in Progress when the Matter is Non-billable?
• Can I Preview a Bill Without Having to Draft A Bill?
• How to Apply Trust on Multiple Invoices for the Same Matter
• What are the Options to Aggregate Line Items on a Bill per Day?
• Can I Have the Secondary Tax Apply Automatically Onto My Bills?
• Can I Send Automatic Bill Reminders to Specific Contacts Per Bill?