How Do I Apply a Discount to a Bill?

Objective:

• How to Add a Dollar Amount Discount to a Bill
• How to Add a Percentage Discount to a Bill 

Environment:

• Clio Manage

Additional Information:

User can also add a Credit Note to apply a discount, click here for more information.

Click here to view how to apply a discount to individual line items on a Bill.

Procedure:

1. Select the Invoice ID Number
2. Select More Actions and then Edit when viewing the Bill
3. Beside Invoice Discount, click the drop down menu and select $ or %
4. Enter in the the desired amount in the box beside Invoice Discount
5. Select Save Invoice