Objective:
- Use Clio's Tax feature to add a Markup to a bill
Environment:
- Clio Manage
Additional Information:
While there is no built-in way to add a percentage mark up to a bill, you can get around this by using the Tax 1 field:
Procedure:
First, set up your desired percentage in the Tax Field in Settings:
- Click on Settings
- Click on Billing
- Under Primary Tax, Name enter a name for the Mark Up as it will appear on an Invoice
- Under Primary Tax Rate enter the percentage of the Mark up
- Click Save Bill Settings
Generate a new bill with a mark up:
- Click Billing on the black ribbon
- Click New Bills
- Select the box beside the Matter/Client you wish to Bill
- Click the Generate button that appears at the top of the list
- Select the box beside Apply Tax
- Click Generate Bills
Or, add a mark up to an Existing Bill:
- Go to Edit the Bill
- Click the top Checkbox beside the Actions column
- Click Tax 1 to add tax to the bill
- Save Invoice