How to Apply a Write Off/Credit Note to a Bill

Objective:

  • Apply a credit note on a Bill
  • How to add a write-off to a Bill
  • Writing off a remaining balance
  • How to write off a Bill
  • How to write off unpaid amounts on bills

Environment:

  • Clio Manage

Additional Information:

Bills must be 'Approved' and in 'Unpaid' status in order to apply a 'Write-Off' or 'Credit Note'.

If you accidentally double-charged a Time Entry or Expense and no payment has been made on a Bill, here are the steps on how to void the Bill.

Click here for information on how to delete a Time Entry or Expense Entry. 

How Do I Show a Refund on My Bill?

Procedure:

Credit Note:

  1. Locate and open the Bill that you want to apply a Credit Note to (by clicking the Bill ID number)
  2. Click the Credit notes sub-tab
  3. Click Add credit note
  4. Enter any applicable information
  5. (Optional) Add notes in the Description box, for future reference
  6. Click Save credit note

Credit_Notes_.png

Write-Off:

  1. Locate and view the Bill that you want to apply a Write-Off to (by clicking the Bill ID number)
  2. Click the More actions button
  3. Click Record Payment
  4. Enter in the Source (as Direct Payment if no other Payment is being recorded right now)
  5. Enter the Payment Amount. This can be a partial payment amount so that you can write-off the remaining amount, or enter a payment of 0 if you are writing off the entire outstanding amount shown. Once you click outside of this box, the 'Write offs' box shown below will appear, with the amount that will be written off.
  6. Tick the box under Write offs to write-off the remaining amount shown
  7. (Optional) Add notes in the Description box, for future reference
  8. Click Record Payment

Screenshot_2019-05-03_at_09.40.24.png

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