Objective:
- Update the Grace Period Invoices
- Change the default due dates applied to Bills
Environment:
- Clio Manage
Additional Information:
- Grace Period determines how far after the Issue Date a Bill will be due
- Changes made to a Payment Profile only take effect for future Bills
- Payment Profiles are applied at the Client level
- If an invoice is generated prior to a Contact's payment profile having been created and/or updated then the invoice will need to be deleted/voided and re-generated
Procedure:
- Go to Settings
- Choose Billing
- Select Payment Profiles
- Click on Edit next to the profile that you wish to update
- Update the number in the field day grace period
- Click Update Profile
