KCS - How to Apply Tax to a New Quick Bill

Objective:

  • N/A

Environment:

  • Clio Web App
  • Billing > Quick Bill

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
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