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Video instructions and help with filling out and completing immigration client intake form sample

Instructions and Help about immigration client intake form sample

Hi this is Paul Carlson CPA in this video we're going to walk through an invoicing process for a Clio in this scenario we're looking at an immigration firm that provides services on a flat fee so in the example we have a new client that pricing for the services or a 3,000 for services $800 for a filing fee $50 in postage and we collected $2,000 in advance funds we're going to deposit to IOLTA so in this video we're going to create the invoice and record the aisle to deposit all right so we are in Clio so the first step is to create a matter for the new client a matter new client name is a new client as a person not a company so the client is going to be example immigration client see you should probably use a client's real name go ahead create the matter description will be a nice type description of the services being provided and in this example we're just going to run ignore most these other settings save the new matter once we have the new matter created we're going to create a new quick bill so the fist firm does not bill on ours that is all flat fee so we're going to enter those flat fee amounts into a bill so we have it's made out to example immigration client C first we're going to add a time entry we put the services item as a time entry because of the way kleo exports into QuickBooks so all we need to do is user doesn't really matter so the note it's going to be a description of the service duration one hour does that make sense but we then we put in the the flat rate and then for the expenses will create two expense entries so this will be 800 and we'll add postage of 50 so we're going to generate the bill we can view the bill so from the bill so far we have our immigration services of $3,000 filing fee of 800 and postage of 500 what's missing from this statement is the Alta funds so a cool trick in chrome is you can duplicate we're going to go into accounts we have the Alta account we want to add that alta deposit we received with this new matter and that was $2,000 and we have example immigration clients see and then the same as the matter and you Cleo has a nice predictive type tool or predictive search tool where you type the beginning and it will fill in the rest for you record that transaction or you can go back over to this screen refresh the invoice and at the bottom of the invoice we can see the advanced view deposits being reported into aisle tug and a really nice thing we can do with cleo is we can turn on the statement of a count that summarizes the charges on.