QUICKSTART SESSION

Bill for Your Work

Learn how to invoice clients.

RESOURCE TYPE

Training

DURATION

30 minutes

LEVEL

Beginner

PRODUCT

Clio Manage

RESOURCE TYPE

Training

DURATION

30 minutes

LEVEL

Beginner

PRODUCT

Clio Manage

Billing for Your Work

Session details

In this session, we’ll show you how to bill and get paid 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 30-minute training session includes live support.

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