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