2017

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KCS - How to Remove Interest from an Invoice

Objective:

  • To remove interest from a Bill

Environment:

  • Clio Web App
  • Bills

Additional Information:

If you remove all of the interest from a Bill, this is temporary. If the Bill is still not completely Paid, the following midnight will see the interest charges re-applied for the full amount that is missing. Future interest charges will also accrue.

If you remove some of the interest from a Bill (leaving one or more interest charges on the Bill), the removed interest will not return. However, future interest charges will continue to accrue.

Procedure:

New Clio

  1. Click Edit on the Invoice you want to remove interest from
  2. Scroll down to the Interest section
  3. Delete any interest line items by clicking the Remove button at the left side of the screen
  4. Click Update Invoice

Previous Clio

  1. Click Edit on the Invoice you want to remove interest from
  2. Scroll down to the Interest section
  3. Delete any interest line items by clicking the button at the right side of the screen
  4. Click Update Invoice

 

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