Billing Workflows

Articles

• 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?
• 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 Create a Trust Request For A Client to Be Held in The Operating Account?
• Can I Add/Remove Tax from Disbursements only on a Bill?
• 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?
• Can I Override the Bill Recipient to a User, When Bulk Sharing?
• Can I View Both the Message Sent on an Invoice as Well as the Invoice in One Place in Clio?
• Can Bills Be Sent to Multiple Email Addresses For One Client?
• How to Remove Related Contact from Receiving a Bill?
• When Selecting all Bills Will this Also Select Bills Beyond the Results Shown?
• How Can I Generate a Bill with a Zero Duration and Zero Rate Activity?
• How to Bill Multiple Clients With Different Payment Amounts?
• Can I Add a Credit Note to a Paid Bill?
• Can I Add Recurring Discounts to Clients or Matters?
• Can I Delete a Bill Message Template?
• How Do I Share a Client Balance?