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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 
  • How to Add a Discount to a Contingency Bill

Environment:

  • Clio Manage

Additional Information:

Please note: You will need to have the setting "Allow editing of approved bills" enabled. To turn this on, please click here.

 

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. Locate the Bill that you would like to apply the discount to by going into the Billing tab, or by clicking on the Bills tab within the Matter 
  2. Select the Invoice ID Number
  3. Select More Actions and then Edit when viewing the Bill
  4. Beside the Invoice Discount, click the drop-down menu and select or %
  5. Enter the desired amount in the box beside Invoice Discount
  6. Select Save Invoice

 

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