KCS - Which Reports will show Credit Notes?

Objective:

  • Credit Notes report 
  • View write-offs
  • See write off amounts
  • Review amounts written off for Clients and Matters

Environment:

  • Clio Web App
  • Reports

Additional Information:

Answer:

The Billing History, Invoice PaymentsAccounts Receivable, and Revenue Report will show a section for Credit Notes. The Credit Note column in the Revenue Report will show a value if the Credit Note was issued in the date range you filtered for. 

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