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How to Edit a Client Custom Billing Rate

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:

  1. Open the Contact 
  2. Select Edit 
  3. Scroll down to Billing Preferences
  4. Edit Custom Rate
  5. Select Update Person

 

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