KCS - How Do I Generate A Bill With Only the Tax Without Actually Charging For Time Entries or Expenses?

Objective:

  • To determine how to generate a bill where you are required to charge for a tax but are not actually receiving monetary payment for your services.
  • To determine how to 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 Web App

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 (instructions to create a flat fee line item can be found here: KCS - How to Create a Flat Rate Entry in a Matter)
  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 as per KCS - If I Edit a Bill to Change a Service to an Expense, Will this Update the Original Record? so as to avoid any discrepancies in reporting later on
  8. Save the Invoice
  9. The only charge on that invoice should be for the flat fee "tax" item

 

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