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If I Update or Enable Primary Tax in my Bill Settings, Will This Automatically Update all Existing Bills?

Objective:

  • If I update the Primary Tax in my Bill Settings, will this update all my existing Bills?

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to Delete a Draft Bill click here
  • For more information on how to Void a Unpaid or approved Bill, click here

 

Answer:

No, not at this time.  Updating or enabling the Primary Tax in the settings will only affect Bills generated going forward. 

 

If a Bill has already been generated, you would need to Delete or Void the Bill and re-generate it in order for it to reflect the new Tax amount. 

 

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