166 results for "billing"

• Split Billing

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  3. Billing
  4. Set Up and Settings
  split billing bill columns Before generating split bills, enable and arrange the split bill columns on at least one bill theme
  May 13, 2024 21:06

• Mobile App: Billing and Payments

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  3. Mobile App
  filtering bills by status, you can choose to view bills in draft, bills pending approval, unpaid bills, paid bills, or archived
  September 06, 2023 17:56

• Permissions and Billing Rates

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  2. Articles
  3. Billing
  4. Set Up and Settings
  keep bills accurate by controlling who can access bills and the rate values for each timekeeper's work. The billing permissions
  October 01, 2022 20:22

• Automate Billing and Expense Entries

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  3. Clio Manage AI Features
  suggestions for creating bills or invoices. Billing tab: Go to Billing and select the Automated Billing subtab. Matter
  October 03, 2024 18:07

• Design Bills With Billing Templates

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  3. Billing
  4. Set Up and Settings
  generating bills. Go to Settings > Billing > Billing templates or the main Billing tab > Billing templates
  April 09, 2026 17:07

• Start Billing With Clio Manage

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  3. Billing
  4. Set Up and Settings
  the billing lifecycle Every bill in Clio Manage moves through a set of states. Each state determines whether the bill appears
  March 18, 2026 23:25

• Clio Draft: Subscription and Billing Information

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  3. Clio Draft
  4. Get Started
  View billing history and download receipts Go to Settings and click Billing history. Find the bills that you want
  March 29, 2024 16:47

• Clio Manage Billing Reports

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  3. Reports
  work in progress, billing history, and bill payments and refunds. See below for a summary of each billing report in Clio Manage
  April 06, 2023 21:23

• Send Bills to Clients

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  2. Articles
  3. Billing
  4. Send and Track Bills
  individually. Send a single bill Send multiple bills Go to the main Billing tab or the Bills subtab in a contact or
  October 01, 2022 20:17

• Record Manual Bill Payments

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  2. Articles
  3. Billing
  4. Bill Payments
  individual bills Approve bill and apply trust funds Apply trust funds to approved bill Go to Billing or the Bills subtab
  March 03, 2026 01:16