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Knowing how to create an invoice in Clio is one of the most important skills for getting your law firm paid on time. Clio Manage turns your tracked time and expenses into a clean, professional invoice in just a few steps — but only if you follow the billing workflow correctly. This step-by-step guide walks you through exactly how to create an invoice in Clio, from opening the Billing section to sending the finished bill to your client. One quick note on terms: Clio calls invo

Learning how to create a bill in Clio is about more than generating a document — it is the full billing cycle that ends with money actually moving into your operating account. Clio Manage takes you from filtering unbilled time all the way through applying trust payments and recording the draw, but each step has to be done in the right order to keep your books and your trust account accurate. This step-by-step guide walks you through exactly how to create a bill in Clio, from