2017

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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:

In 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 

In previous Clio:

  1. View the Invoice in Draft
  2. Click Actions
  3. Click Edit
  4. Enter in the discount
  5. Click Update Invoice

 

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