How Do I Change the Time Frame Used for Bill Due Dates?

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:

1. Go to Settings
2. Choose Billing
3. Select Payment Profiles
4. Click on Edit next to the profile that you wish to update
5. Update the number in the field day grace period
6. Click Update Profile