posted this on August 31, 2012 10:05 AM
Last Updated: February 12, 2014
Offering flexible, or flat fee billing options is useful. Being able to offer a payment plan to your clients is a customer service win. To bill via payment plan using flat fee billing, do the following:
1. Create a Bill normally with a flat fee time entry that represents the total amount the client owes. 2. Open the Bill and click "Edit." 3. In the "Note" field, explain the payment plan. For example:
When the first payment is received, record it to the bill with a description note like shown below. Remember to change the Payment amount:
Click "Receive Payment" to complete the process.
Now, when you look at your Open Bills, it appears with the balance amount of $1,875.00:
When it's time to send out the next invoice, simply edit the Bill and update the information, such as Invoice Date, Due Date and if it is 2/4, 3/4, etc.
If have any questions, comments, or concerns about Clio don't hesitate to contact us via our feedback form, by email at firstname.lastname@example.org or by phone at 1-888-858-CLIO(2546).