Introducing The Law Community, the online community just for Clio customers. Sign up now.

How to Apply a Credit Note Before Bill is Paid


  • Reimburse a client for a charge made in error
  • Provide the client with a credit for a previously made Bill overpayment


  • Clio Manage

Additional Information:

  • Only Bills in an Unpaid Status can have a Credit Note added
  • The location of the Payments box is based upon the size of your monitor - it's placement is directly above your Bill
  • Invoice__10232___Clio_-_Google_Chrome_2020-12-18_16.26.11.png



  1. Click on the Bills tab
  2. Locate and view the Bill by clicking on Bill ID
  3. Select the Credit Notes sub-tab on the Payments box 
  4. Click Add Credit Note
  5. Enter the details of the credit 
  6. Click Save Credit Note
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality