Objective:
- Update the Grace Period Invoices
- Change the default due dates applied to Bills
Environment:
- Clio Web App
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
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