2017

Download for FREE

KCS - 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.

Environment:

  • Clio Web App
  • Reports
  • Bills

Additional Information:

  • To learn more about how to apply a dollar value Discount to a Bill click here.
  • To learn more about how to apply a percentage 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 Discounts on a Bill. However, reports such as the Revenue Report will show the discounted amount outstanding on a Bill. 

Alternatively, you can apply a Credit Note to a Bill if you want the ability to report on the amount.

Was this article helpful?