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How to Apply a Write Off/Credit Note

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

Environment:

  • Clio Web App

Additional Information:

Bills must be 'Approved' and in 'Awaiting Payment' 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 is how to void the bill. Click here for information on how to delete a time or expense entry. 

For instruction on how to apply a credit to a Bill already Billed, click here.

Procedure:

Credit Note:

  1. Locate and view the Bill that you want to apply a Credit Note on
  2. Click the Credit notes sub-tab
  3. Click Add credit note
  4. Enter any applicable information
  5. Click Save credit note

Credit_Notes_.png

Write-Off:

  1. Locate and view the Bill that you want to apply a Write-Off to
  2. Click the Record Payment sub-tab
  3. Enter in the Source
  4. Enter the Payment Amount. This can be a partial payment or a payment of 0
  5. Tick the box under Write-offs to write-off the remaining fee.
  6. Click Record Payment

Screenshot_2019-05-03_at_09.40.24.png

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