The 2020 Legal Trends Report is now available. Get the latest insights here.

How to Reimburse a Client for a Paid Bill

Objective:

  • Refund a client for a paid Bill 
  • Credit Note/Write Off
  • Reimbursement
  • Return Funds

Environment:

  • Clio Manage

Additional Information:

  • This records a reimbursement, but it's not actually returning any funds to the client. 
  • To reimburse a client for the entire Bill, delete the payment and apply a Credit Note. 

Procedure:

When doing a partial reduction of a payment

  1. Open the Bill 
  2. Select the Payments tab
  3. Select Edit next to the payment
  4. Reduce the payment by the reimbursable amount
  5. Select Edit Payment
  6. Select the Credit Notes tab
  7. Select ADD
  8. Select Save Credit Note to Write Off the remainder 

When removing an entire payment

  1. Open the Bill 
  2. Click the Payments tab
  3. Click the arrow beside the Edit button next to the payment and click Delete
  4. Click the Credit Notes tab
  5. Click Add credit note
  6. Fill in the details in the 'New credit note' box
  7. Click Save credit note to add the desired write-off amount

 

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