KCS - How do I Apply a Dollar Amount Discount to a Bill?

Objective:

  • Add a dollar amount discount to a Bill

Environment:

  • Clio Web App
  • Bill

Additional Information:

User can also add a Credit Note to apply a discount.

Procedure:

Previous Clio Experience:

  1. Select Edit on the Bill you would like to apply a discount to
  2. At the bottom of the Bill, beside Invoice Discount, click the drop down menu and select $
  3. Enter in the the desired amount in the box beside Invoice Discount
  4. Select Update Invoice

New Clio Experience:

  1. Select More Actions and then Edit when viewing the Bill
  2. At the bottom of the Bill, beside Invoice Discount, click the drop down menu and select $
  3. Enter in the the desired amount in the box beside Invoice Discount
  4. Select Save Invoice
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