Billing Workflows

Articles

• What Will the Subject Line of a Bill Sent from within Clio Say?
• Is it Possible to Remove the Balance Remaining Shown on a Payment Notification?
• Can I Sort and Print Bills Grouped by Client?
• Can I Apply a Discount to Multiple Line Items?
• How Do I Edit the Columns on the 'Billing' Page?
• Can Bill Recipients See Who Else Has Been Sent the Bill?
• Can I Move Some Bills and leave Others When I Change the Client of a Matter?
• How to Generate Bills Using Filters
• Do Clients Get Sent Multiple Emails When a Multi-Matter Bill is Shared With Them?
• Why Are Some Entries Not Appearing When I'm Generating An Invoice With a Date Range Filter?
• How Do I Show/Hide Columns in the Billing Tab?
• How Does Update Records Work if I Create a new Time Entry or Expense?
• Is it Possible to View Trust Balances from the Billable Clients area?
• Why is the Client's Outstanding Balance Different Than the Detailed Statement of Account on their Bill?
• Clio Manage: Billing Enhancements 2020
• Does Sending a Bill Via Email Also Send it to an Existing Clio Connect Users Account?
• Where Can I View all Bills in Clio Manage?
• Can I Bulk Add Or Delete Bill Recipients?
• Can I Change the Client's Name When Sending a Bill?
• Why Are My Activities Not Showing up When Using a Date Range Filter When Generating a Bill?
• Cannot See List of Matter Balances When Recording a Payment on a Bill
• Error When Recording Payment "Select an Amount or Write Off The Remainder Below"
• How Do I View a Bill That I Have Shared With My Client?
• Write Off Section of the Record Payment Page Not Visible
• How Can I See A List Of All Overdue Bills?
• What is the LEDES Law Firm ID?
• After a Bill is Aggregated, Can I Add a Separate Line Item?
• Is It Possible to Make the "Combine Multiple Matters for One Client Into a Single Bill" Option Checked by Default?
• Can I Have a Monthly Billing Rate?
• Can I Link Payments Recorded in the Transactions Tab to Existing Invoices?