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 with pricing for the services: $3,000 for services, $800 for a filing fee, and $50 for postage. We collected $2,000 in advance funds, which we're going to deposit to IOLTA. In this video, we're going to create the invoice and record the IOLTA deposit. Alright, so we are in Clio. The first step is to create a matter for the new client. The matter's new client name is a new client as a person, not a company. So, the client is going to be Example Immigration Client. You should probably use a client's real name. Go ahead and create the matter. The description will be a nice, descriptive summary of the services being provided. In this example, we're just going to ignore most of these other settings and save the new matter. Once we have the new matter created, we're going to create a new quick bill. The firm does not bill on hours, it is all flat fee. So, we're going to enter those flat fee amounts into a bill. The bill is 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 Clio exports into QuickBooks. So, all we need to do is put the note, which is a description of the service, duration (one hour), and the flat rate. Then, for the expenses, we'll create two expense entries. This will be $800, and we'll add postage of $50. We're going to generate the bill, and we can...
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Immigration client intake sample Form: What You Should Know
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