Introducing an advanced billing workflow.

Launch date: May 12, 2014.

Billing workflow

 

 

 

Smoother billing.

Select your unbilled clients, craft your bills, and approve them when they're ready for the client. Whether you're a solo, small firm, or larger, Clio's new and improved billing gives you more control and better visibility into your bill status.

Flexible collaboration.

Flexible collaboration

Increased cohesiveness. Firm members can collaborate on their bills with ease thanks to our advanced workflow.

Send the right bill, every time. We've added an optional Pending Approval state that allows other firm members, or even your client, to review the bill prior to sending the payment request.

Put the great in integration.


Xero integration

Unlock the full potential of Clio's integration with Xero's cloud-based accounting software. Bill management will run even smoother with bill states that sync seamlessly between the two systems. Any time the status of an invoice changes in Clio, the updates will be applied to Xero.

Don't panic. We're here to help.


Where will I find my bills?

Bills with partial payments will be moved to Awaiting Payments, whereas bills with no payments will be sent to Drafts. This frees you up to take action on them: edit, approve or delete.

Can I skip the approval process?

Yes. You have the flexibility to choose the approval process through your billing settings, with the option to have drafts approved and client-ready in one click.

Can I share draft bills?

Yes. You can share a bill at any point, and approve it when you need.

How can I enter payments?

Entering full or partial payments in Clio has never been easier. Take the guesswork out of payments and record them to approved bills only.


 

 

Join the webinar.

Join us and get step-by-step instructions on how to make the most of our new billing workflow.



Tues. May 13

10:00am - 11:00am PST /
1:00pm - 2:00pm EST

Wed. May 14

10:00am - 11:00am PST /
1:00pm - 2:00pm EST

Thurs. May 15

10:00am - 11:00am PST /
1:00pm - 2:00pm EST