Billing Preferences

Articles

• Can Bills be Downloaded into a .XLS Format?
• Why are Communication Logs (Vonage) Coming in as $0?
• Can you Exclude Specific Matters from Bill Reminders
• Can I Set up a Currency that is Different from the Default for a Specific Matter or Client?
• How to Create a Bill Message Template
• Video: Automated Bill Reminders
• Does Clio Offer a Standalone Billing Platform?
• When I Share a Bill, Can I Set the Default Account that Payments go Into?
• Is There A Forward And Back Button When Viewing Bills?
• Can I Remove the Secure Pdf from Automated Bill Reminders?
• Am I Able to Designate More Than One Reply-To User for Bill Reminders?
• Is There a Change Log for User Billing Rates?
• Issue: Date Format For Early Payment Discount on Bills Does Not Match the Account's Date Format
• Can I Filter Invoices by the Date of Its Time Entries?
• Can I Set a Cap on the Number of Hours That Can be Billed on a Matter?
• Will Closing a Matter Change its Activity Entries to Non-Billable Automatically?
• How Can I Automate the Due Date on Invoices?
• Flat Rate Field Not Accepting Amount When Editing Matter Billing Preferences
• Who can receive Matter Budget and Trust Balance Notifications?
• Can you Remove the Payment Link when Sending Invoices to Clients?
• Issue: Discount Column Header In Timekeeper Summary Does not Respond to Alignment Changes
• How do I Prevent Rewards on Contingency Fee Matters From Being Allocated to Attorneys/Users
• How do I Create a Custom Billing Rate Group?
• Why Is There an Ellipsis Where the Bill Shared Status Is?
• How Do I Create A Flat Fee Matter?
• What Happens to a Custom Matter Rate When the Attorney is Part of a Group?
• Why Am I Not Seeing Vendor Column Headings In The Activity Tab?
• Why Can't I see my Custom Billing Rate Under the Matter Dashboard?
• Issue: Table Rows in Bill Themes Display Previously Selected Colour When "Transparent" Background Color Designated
• Can I Save Default Billing Settings so I Don't Have to Uncheck Options Each Time I Generate a Bill?