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KCS - How Do I Manually Remove a Discount?

Objective:

  • Remove discount if Bill is approved
  • Remove discount from shared Bill

Environment:

  • Clio Web App

Additional Information:

If a discount is part of the Client's Payment Profile, it will automatically be removed after the discount period has ended. For more information about Payment Profiles, see here (page 4).

If he Bill has been fully Approved, the settings must be set to Allow editing of Approve Bills. For these steps, see here.  

Procedure:

  1. When viewing the Bill select More Actions and then Edit 
  2. Enter in the 0 ($ or %) in the box beside Invoice Discount
  3. Select Save Invoice
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