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
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