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How to Apply a Credit Note Before Bill is Paid

Objective:

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

Environment:

  • 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

Procedure:

 

  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
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