Objective:
- How to adjust the Tax rate on an existing invoice
- Change amount of Tax on a bill
- What does "Edit tax" do on a bill?
- Update tax rate on an invoice
- Update VAT on an invoice
- VAT
Environment:
- Clio Manage
Additional Information:
Some or all items will need to have Tax 1 or Tax 2 applied for this tool to bulk update that Tax rate.
Procedure:
- Open the Bill
- Select More Actions and Edit
- Select Edit Tax at the top of the Edit invoice page
- Enter Tax amount
- Select Update tax on the invoice
To add tax to existing line items on a bill, check the checkboxes next to the applicable line item(s) (or the bulk actions checkbox to choose all) and then click on the Tax1 and/or Tax2 button that populates.