KCS - How to Discount One Line Item on an Invoice

Objective:

  • Discount one to one Time Entry

Environment:

  • Clio Web App
  • Billing

Additional Information:

n/a

Procedure:

New Clio: 

  1. View the Invoice in Draft
  2. Click Edit
  3. On the very right hand side (may need to scroll sideways), enter the discount amount 
  4. Click Save Invoice 

Previous Clio:

  1. View the Invoice in Draft
  2. Click Actions
  3. Click Edit
  4. Click on the pencil icon over the discount field
  5. Use the dropdown arrow to choose between $ or %
  6. Enter the discount amount
  7. Click Save Invoice

 

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