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Can I Report on Discounts?

Objective:

  • To show a Discount in a Report.
  • To show the dollar value or percentage of a Discount applied to a Bill
  • Do Discounts show up on Reports

Environment:

  • Clio Manage

Additional Information:

  • The Revenue Report will show the discounted amount on the outstanding Bill but does not document the discount given
  • To learn more about how to apply a percentage and or dollar value Discount to a Bill click here.
  • To learn more about applying Credit Notes to Bills click here.

Answer:

There is no Report that shows a column for Invoice Discounts or Line Item Discounts on a Bill. 

Alternatively, you can apply a Credit Note to a Bill if you want the ability to report on the amount. There is a column in the Revenue Report that shows Credit Notes. 

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