- Refund a client for a paid Bill
- Credit Note/Write Off
- Return Funds
- Clio Manage
- 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.
- Open the Bill
- Select the Payments tab
- Select Edit next to the payment
- Reduce the payment by the reimbursable amount
- Select Edit Payment
- Select the Credit Notes tab
- Select ADD
- Select Save Credit Note to Write Off the remainder