Objective:
- Is There a Report for Write-Offs That Were Applied to Bills?
- How Do I Find a Record of My Write-Offs?
Environment:
- Clio Manage
Additional Information:
- Write-offs and Credit Notes can be reported on in the Billing History Report and Revenue Report.
- For information on how to apply a write-off or credit note to a bill, click here.
Answer:
A Write-Off is the same as a Credit Note in Clio. To view it, follow the steps below:
- Go to Bills
- Select the Bill that you want to see the write-off for
- Select the Credit Notes subtab in the Invoice