Objective:
- Write off remaining amount on a Bill in previous Clio
- To apply a Credit Note to an approved Bill from the "Receive Payment" screen
Environment:
- Clio Web App (Previous)
- Bills
Procedure:
- Click on the Bills tab
- Select Awaiting Payment
- Click View Bill
- Select Record Payment button
- Enter $0 in the Payment field
- Check the box for Write off the remaining __
- Click Record Payment