- RESOURCE TYPE: Training
- DURATION: 60 minutes
- LEVEL: Beginner
- PRODUCT: Clio Manage
Session Details
In this session, we’ll show you how to get started so you can bill and get paid for your work.
In under an hour, you’ll learn how to:
- Set up trust and operating bank accounts
- Customize the look and feel of your bills
- Generate, approve, and send invoices to clients
- Get paid online with click-to-pay links, payment plans, and more
This session includes a 60-minute training followed by a 15-minute Q&A with our support team.