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How Do I Make a Refund Appear as a Line Item on a LEDES Bill?

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:

  1. Navigate to the Bill in question
  2. Select More Actions and then Edit when viewing the Bill
  3. 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
  4. Enter in the the desired amount in the box beside Invoice Discount
  5. Select Save Invoice

Once you have generated the LEDES Bill you will see the Dollar amount discount appear as a line item. 

 

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