In Clio Manage, the Bill Timeline is designed to help your firm answer client billing questions by providing a log of any bill events and communications. You can also access past versions of sent bills. For more detailed information, you can download a PDF of a historical version or export a CSV of the timeline information.
View bill timeline
Once a bill is approved, the timeline will show any event that results in a state change, all payment, edits to activities or expenses made when viewing, accrued interest, discounts, and communications. You can download previous and current trust requests and bills, view communication and export the timeline.
Note: If an action includes multiple events (such as approving and applying trust), each event will share the same timestamp on the bill timeline.
- Go to the Billing tab or the Bills subtab of a matter or client.
- Click the Bill ID number to view the bill.
- Scroll down to Bill Timeline to view the timeline of bill-related events log including its internal edits, changes in its state (e.g., from a bill in draft to an approved bill, whether it was downloaded by a firm user and/or sent via email or text, payments made, interest applied, and discounts applied. For bill sent events and bill download events (by firm users), Clio Manage logs the event details and saves a historical version of the bill for the event.
- Download bill: Click Download bill to download and view what the bill looked like at the time of the logged event.
- View email log: Click View email log to view more details of the email communication.
- View client portal: Click View client portal to view more details of the client portal communication.
- View text log: Click View text log to view more details of the text communication.
Export bill timeline
You can export a bill timeline in CSV format when viewing a bill or trust request. The export includes the date and time of the event and a description that includes the name of the user and details of the event.
To export a bill timeline:
- Go to the Billing tab or the Bills subtab of a matter or client.
- Click the Bill ID number to view the bill.
- Scroll down, under Bill Timeline click Export.