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How to Charge Clients Interest on Overdue Bills

Objective:

  • Change the grace period of a Bill
  • Charge interest on a Bill
  • Give a discount on a Bill if a Client pays within a set time
  • Create Payment Profile

Environment:

  • Clio Web App
  • Billing
  • Settings

Additional Information:

  • Clio automatically calculates and applies the appropriate Interest on all Bills daily (at midnight, when the date changes) and backdated Bills will be updated to include the correct amount of Interest when that happens.

Procedure:

  1. Go to Settings
  2. Select Billing
  3. Select Payment Profiles
  4. Select Edit or Create a payment profile
  5. Select a Profile Name, and choose the terms of the Payment Profile
  6. Select Update Profile

 

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