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
  2. Click Edit or More ActionsEdit (if in Awaiting Payment) 
  3. Locate the Discount column in the line items table (may need to scroll to the right)
  4. Click on the discount value to edit the discount amount for the applicable line items
  5. 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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