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How to Apply a Discount to a Bill

Objective:

  • Add a percentage value discount to a Bill.
  • Discount Bill

Environment:

  • Clio Web App
  • Bills

Additional Information:

n/a

Procedure:

  1. Select Edit on the Bill you would like to apply a discount to
  2. At the top of the Bill, beside the subtotal, fill in the discount in the Discount field
  3. The discount defaults to sign, you can update this to a $ discount by updating the field. 
  4. Click anywhere outside of the Discount box for it to be applied to the bill
  5. Select Save invoice

 

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