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...
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Immigration client intake sample Form: What You Should Know
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