KCS - How to Apply a Discount to a Bill

Objective:

  • Add a percentage value discount to a 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 bottom of the Bill, beside "Invoice Discount"
  3. The discount defaults to sign, you can update this to a $ discount by updating the field. 
  4. Enter in the the desired amount in the box beside "Invoice Discount"
  5. Select Update Invoice

 

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