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
- 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
When removing an entire payment
- Open the Bill
- Click the Payments tab
- Click the arrow beside the Edit button next to the payment and click Delete
- Click the Credit Notes tab
- Click Add credit note
- Fill in the details in the 'New credit note' box
- Click Save credit note to add the desired write-off amount