Billing Workflows

Articles

• 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?
• 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?
• Why Did the Clio Payment Not Apply to My Bill?
• Is it Possible to Require Bills to be Approved by More Than One Attorney?
• Can You Bulk Edit Invoice Numbers?
• Can I Separate Time and Expense Entries by Month and Have a Subtotal For Each Month on One Bill?
• What Happens When I Remove a Credit Note / Write Off From a Bill?
• 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
• Can I Combine Bills After They Have Been Paid?
• Can I Turn Off Bill Reminders for Specific Clients?
• 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/Fixed Fee Matter's Bill, But Not Charge For Them
• Are Bill Message Templates Firm Wide?