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

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

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

This will mark the invoice as paid.

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