Objective:

• I have some Matters whose Bills incur Tax, but others that do not; how can I make sure that Bills are generated with the correct Tax? 

Environment:

• Clio Web App

Additional Information:

n/a

Procedure:

1. Create a Matter Custom Field to specify the tax level for each Matter (e.g., Primary, Secondary, Both, None)
   • How to Create Custom Fields for Matters
2. Edit any applicable Matters to select the appropriate tax level within this Custom Field
   • How To Apply a Custom Field to a Matter
3. Go to Bills
4. Select Billable Clients
5. Click Filter
6. Click Add Matter Custom Field
7. Select the Custom Field created in Step 1
8. Select the appropriate value from the next menu
9. Check the Select All box at the top of the page
10. Click Generate
11. In the "Generate invoices" window, under Other options, select the appropriate tax level, based on your Filter selection
12. Make any other selections needed
13. Click Generate bills