KCS - How to Remove a Write Off

Objective:

  • Removing a Write Off 
  • Delete a Credit Note
  • Deleting a Credit Note from a Bill 
  • How to Delete a Credit Note
  • Undo a Write off
  • Undo a Credit Note
  • How to reverse a write off in Clio
  • How to remove a Credit Note that I accidentally applied

Environment:

  • Clio Web App 

Additional Information:

n/a

Procedure:

1. Open the Bill the Credit Note is applied to
2. Select the Credit Note (beside Payments and Clio Payments)
3. Select Delete next to the Credit Note listed

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