KCS - Which Reports will show Credit Notes?

Objective:

  • Credit Notes report 

Environment:

  • Clio Web App
  • Reports

Additional Information:

Answer:

The Billing History, Accounts 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. 

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