Discounts

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In Clio Manage, you can apply a discount to an entire bill or to individual activities on a generated bill. You can apply discounts to bills in draft and bills pending approval.

Tip: You can apply discounts to approved bills if you have this setting turned on. See the "Edit bill activities" section of this article to learn more.

Apply discount

Discounts are applied before any taxes are calculated and after any credit notes. Additionally, if a bill has an interest charge, the discount is applied to the total outstanding balance first, followed by the principal amount, and then the interest.

Note: If you apply discount to the whole bill rather than individual line items, the discount is applied proportionally across all line items on the bill.
  1. Go to the main Billing tab or the Bills subtab in a matter or contact
  2. Select the Draft or Pending approval subtabs
  3. Click Edit. You can also click Edit when viewing the bill.
  4. To apply a discount to the entire bill, add the Discount amount and percentage or dollar amount and add a Discount note. To apply discount to individual line items, click the value under the Discount column to change it.
    Note: The Discount note is limited to 255 characters and will appear on the bill invoice.
  5. Click Save invoice.

 

Early payment discount

If you offer a discount for early payment, you can apply the discount using the method above, but you can also create a payment profile and apply it to the contact. The generated bill will automatically show the discount amount due until after the time period that you set. To create a payment profile for early payment discount:

  1. Go to Settings > Billing > Payment Profiles.
  2. Click Create a payment profile.
  3. Name the profile and then select Custom Payment Terms.
  4. Select a grace period, and interest amount if payment is not received beyond the grace period.
  5. Select the amount of discount if the bill is paid within a set number of days.
  6. Click Create Profile.
  7. Edit the contact to change the payment profile. Learn more here.
  8. Generate the bill.

 

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