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How to add Tax Column on Bill

Objective:

  • Showing Tax column on Bill 
  • Tax Bill Themes
  • Include Taxes on Bill
  • how to Include tax on an invoice
  • show tax on my bill 

Environment:

  • Clio Manage

Additional Information:

  • If the client has no added Tax on a line item, a $0.00 will appear on the Tax Column on the Bill

Procedure:

  1. Select Settings
  2. Select Billing
  3. Select the Bill Themes subtab
  4. Click the image of the Bill Theme you wish to edit
  5. From the menu at the top-left of the Edit Bill Theme page, select Matter
  6. Select Services/ Combined Orderings
  7. Select the Tax Tab (on the Hidden Column),  drag it to the Showing Column
  8. If needed Repeat the same step for Expense and Product Orderings

Screen_Shot_2020-09-10_at_1.59.02_PM.png

  1. Go back to Invoice 
  2. Refresh Invoice page
  3. Tax Column should now appear on Invoice before the Total column

Screen_Shot_2020-09-10_at_2.18.52_PM.png

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