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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 Web App 

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:

  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 Receive Payment
  6. Select the Credit Notes tab
  7. Select ADD
  8. Select Save Credit Note to Write Off the remainder 

 

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