This article may be out of date!
Visit the New Knowledge Center

How do I Write Off the Remainder of an Invoice When Making a Partial Payment?


  • Write off the remaining balance on a Bill when making a partial payment
  • Write off the remaining balance on a Trust Request when making a partial payment


  • Clio Manage

Additional Information:

If you would like to apply a write-off to an invoice this article on How To Add A Credit Note/Write-off will walk you through the process.


  1. View the Invoice
  2. Click on Record Payment
  3. Select a Source for your payment
  4. Enter the amount for the partial payment
  5. Check the checkbox that says:
    • Bills: "Write off remaining $xxx
    • Trust Request: "Adjust trust request to amount received. Disregard remaining $xxx"
  6. Click Record Payment

This will mark the invoice as paid.

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