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How Do I Verify the Payment Terms on a Bill?

Objective:

  • Confirm which Payment Profile was applied a Bill
  • How much Interest was charged on an invoice?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Click on Bills
  2. Find the appropriate Bill
  3. Click the Bill number to view the Bill
  4. Scroll down to the very bottom of the Bill
  5. Look at the Payment profile notes

    It will say "Please pay within 30 days", "Please pay within 30 days. 18.0% simple annual interest will be charged every 30 days", or some variation thereof. 
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