Objective:
- How do I change the custom rate for a Client?
- How to edit a Contact's custom billing rate
Environment:
- Clio Manage
Additional Information:
Editing the rate will not retroactively change the rate on already entered Time Entries. The new rate applies to newly entered Time Entries.
Procedure:
- Open the Contact
- Select Edit Contact
- Scroll down to Billing Preferences
- Edit Custom Rate
- Select Update Person