In Clio, you can link bills (invoices) to either:
Company contacts (organizations)
Person contacts (individuals)
Kolleno syncs these relationships. How you link them affects how data appears in Kolleno.
⚪ Company Contacts
Each Company contact becomes a Customer in Kolleno
Bills linked to a Company contact appear under that Customer
⚪ Person Contacts
A Person can be:
Standalone (not linked to a Company) → Creates its own Customer in Kolleno
Linked to a Company → Appears as a contact person under the Company's Customer
⚪ Bills (Invoices)
Bills can be linked to either a Company or a Person
The bill appears under the Customer associated with that contact
Common Issues and How to Avoid Them
➡️ Issue 1: Bills Linked to Persons Who Are Later Linked to Companies
Problem: If you link a bill to a Person contact, and later link that Person to a Company, the bill may end up under the wrong Customer or create duplicate Customers.
Best practice:
Link bills directly to Company contacts when possible
If you must link to a Person, link the Person to the Company before creating bills
➡️ Issue 2: Changing Person Relationships After Bills Exist
Problem: If a Person already has bills and you later link them to a Company, you may see duplicate Customers or bills under the wrong Customer.
Best practice:
Set up Person-to-Company relationships before creating bills
Avoid changing Person relationships after bills are created
➡️ Issue 3: Mixed Linking Patterns
Problem: Mixing bills linked to Companies and bills linked to Persons for the same entity can create confusion and duplicate records.
Best practice:
Be consistent: choose one approach per entity
If using Companies, link all bills to the Company contact
If using Persons, keep them standalone (not linked to a Company) if they have bills
Recommended Setup
✅ Option 1: Company-First Approach (Recommended)
Create Company contacts for all organizations
Link Person contacts to their respective Companies
Link all bills directly to Company contacts
Result: One Customer per organization with all bills and contact persons organized under it.
✅ Option 2: Person-Only Approach
Create Person contacts (do not link them to Companies)
Link bills directly to Person contacts
Result: Each Person becomes a separate Customer with their own bills.
🚫 What to Avoid
Don't link bills to Persons and then link those Persons to Companies later
Don't change Person-to-Company relationships after bills are created
Don't mix linking patterns for the same entity (some bills to Company, some to Person)
Need Help?
If you see duplicate Customers or bills under the wrong Customer, it's likely due to how contacts and bills are linked in Clio. Review your Clio setup using the guidelines above, or contact support for assistance.