KCS - How to Add a Product to an Invoice

Objective:

  • Add a Dollar Amount to an Invoice that is not a Time Entry or Expense
  • Add an late fee or other charge to a Bill

Environment:

  • Clio Web App
  • Billing

Additional Information:

The Product will be included in money that the Attorney brings in, but will not be added to their total hours worked. This is a good catchall for miscellaneous money being brought in.

The Product can only be added in the Draft Mode of an Invoice. It can also be added to Invoices in Awaiting Payment if editing of Invoices in Awaiting Payment is allowed. 

Procedure:

  1. View the Invoice
  2. Click Edit
  3. Click Add Item 
  4. Select Product under the dropdown that is currently defaulting to Service
  5. Enter in information for the Product
  6. Click Update Invoice
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