Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Apply Tax to a New Quick Bill

Objective:

  • Apply Tax to a Quick Bill

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. View the Matter you want to generate the Bill for
  2. Click New Quick Bill
  3. Scroll to the bottom of the page
  4. Click Show options
  5. Check Apply tax
  6. Click Generate Bill
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality