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Cannot Update Taxes on a Bill

Issue:

  • I forgot to check the Apply Tax checkbox and when I edit the invoice and click the Edit tax dropdown, taxes don't get updated on the bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

You need to check make sure that Tax 1 or 2 columns say Yes.

Resolution:

  1. Open the invoice
  2. Click More actions on the top right
  3. Click Edit
  4. Click Yes under Tax 1 and/or Tax 2 column(s)
  5. Click Save invoice

 

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