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How Do I Generate A Bill For Only Tax Without Charging For Time Entries or Expenses?

Objective:

  • Generate a bill where you are required to charge for tax but are not actually receiving payment for services.
  • Generate an invoice that requires tax but you are not charging for the time entries as you are receiving goods or services in lieu of monetary payment

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

  1. Throughout the month, add time entries with the appropriate rate as usual
  2. At the end of the month, when it is time for billing, calculate tax 
  3. Add flat fee line item for tax or GRT
  4. Generate the Invoice
  5. In the Invoice, select Edit Tax to 0%
  6. Change the line item rates for the time entries to $0.00
  7. Ensure that Update Records is checked
  8. Save the Invoice

 

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