Bill Invoice Settings

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Change bill invoice PDF page size

This setting allows you to choose the page size format for bills that you download from Clio Manage. You can choose letter, A4, or legal.

  1. Go Settings > Billing > Bill Settings.
  2. Under PDF Page Size, select the appropriate page size format.
  3. Scroll to the bottom and click Save Bill Settings.

 

Set default bill attachment options

In your bill settings, you can choose the default setting for how bills are attached when you send bills by email. You can choose to send bills as a secure PDF link or as an attached PDF as your default option.

  1. Go Settings > Billing > Bill Settings.
  2. Under Default Bill Attachment Options, select your default option.
  3. Scroll to the bottom and click Save Bill Settings.

 

Enable bill cover page

By default, your bill invoices will not be preceded by a bill cover page. You can choose to turn this setting on, which means that bills you send to clients and bills that you download will have a cover page that shows the bill invoice number and total amount due before the rest of the bill invoice details. The bill cover page cannot be customized.

  1. Go Settings > Billing > Bill Settings.
  2. Under Bill Cover Page, check or uncheck the box for Generate cover page for bills.
  3. Scroll to the bottom and click Save Bill Settings.

 

Set default currency

Clio does not offer currency conversion. If you change the currency in your settings and on bills, this change only affects the currency symbol on new bills. You can change the currency symbol on an existing bill that is in draft or pending approval without changing it in your account settings.

Important: Changing your currency in your settings will affect ALL existing time entries.

Change currency for your user account:

  1. Go to Settings > Billing > Bill Settings.
  2. Scroll down to Default Currency and select a new currency.
  3. At the bottom of the screen, click Save Bill Settings.

 

Change currency symbol on an existing draft or pending approval bill:

  1. Go to Billing or the Bills subtab in a contact or matter.
  2. Select the Draft or Pending approval quick filters.
  3. Find the bill and then click Edit under the Actions column.
  4. Under Currency, select the new currency.
  5. Click Save invoice.

 

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