Objective:
- Apply a Contact Rate
- Assign a Rate to a Client
- Add a custom billing rate to a Clio Contact
Environment:
- Clio Manage
Additional Information:
For information on editing Custom Billing rates, click here
Procedure:
- Navigate to the Contact
- Select Edit contact
- Scroll down to the Billing Preferences section
- Select Add a custom rate
- Enter the Rate
- Select Save contact