- 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
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.
- View the Invoice
- Click on Record Payment
- Select a Source for your payment
- Enter the amount for the partial payment
- Check the checkbox that says:
- Bills: "Write off remaining $xxx
- Trust Request: "Adjust trust request to amount received. Disregard remaining $xxx"
- Click Record Payment
This will mark the invoice as paid.