Billing Workflows

Articles

• 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?
• How to Disable Automated Bill Reminders?
• Can Taxes Be Edited for More than One Bill at a Time?