KCS - 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 Web App
  • Bills

Additional Information:

In order to apply a Credit Note to a Bill, the Bill needs to be generated and in Awaiting Payment.

Procedure:

Previous Clio:

  1. Click on the Bills tab
  2. Locate and view the Bill
  3. Select the Credit Notes sub-tab 
  4. Click Add
  5. Enter the details of the credit 
  6. Click Save Credit Note

New Clio:

  1. Click on the Bills tab
  2. Locate and view the Bill
  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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