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KCS - 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:

N/A

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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