KCS - 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 Web App

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 Contact Billing 
  4. Edit Custom Rate
  5. Select Update Person

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality