San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Super Early Bird prices!

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.

Procedure:

  1. Select the Invoice ID Number
  2. Select More Actions and then Edit when viewing the Bill
  3. At the bottom of the Bill, 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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality