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KCS - Can You Apply a Discount Before or When Generating a Bill?

Objective:

  • Apply a Discount to a Bill
  • Apply a discount before Bill is created
  • Discount a Line Item before a Bill is generated
  • Automatically Add a Discount to Bills

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

You cannot apply a Discount upon Bill Generation. You would have to Generate the Bill and then Edit the Bill to apply a Discount. 

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