Billing Workflows
The following articles provide instructions on how to understand the billing process in Clio, including a detailed explanation of Clio's bill states, Payment Profiles, and additional options.
Videos
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?