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Where can I View Write-Offs That I Applied to Bills?

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:

Answer:

A Write-Off is the same as a Credit Note in Clio. To view it, follow the steps below: 

  1. Go to Bills 
  2. Select the Bill that you want to see the write-off for 
  3. Select the Credit Notes subtab in the Invoice 
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