Bill for Your Work

In this session, we’ll show you how to efficiently create bills and send invoices for your work.

In 30 minutes, you’ll learn how to:

• Set up your trust and operating accounts 
• Customize your bill’s appearance
• Generate, approve, and send invoices to your clients

This session is a 30-minute on-demand training that you can access and watch at your convenience. For questions, we encourage utilizing Clio’s AI Support Agent in the bottom-right corner of your Clio account.