Objective:
- To have a refund appear on LEDES Billing
- To have a LEDES Bill contain a refund or discount
Environment:
- Clio Manage
Additional Information:
To edit a Bill with a discount applied, you will have to ensure you have allowed editing of approved Bills as per this article.
Procedure:
- Navigate to the Bill in question
- Select More Actions and then Edit when viewing the Bill
- At the top right, beside Invoice Discount, click the drop down menu and select $ OR navigate to the Discount Column to input a line item discount
- Enter in the the desired amount in the box beside Invoice Discount
- Select Save Invoice
Once you have generated the LEDES Bill you will see the Dollar amount discount appear as a line item.