KCS - How To Add a Credit Note while Receiving Payment in the Previous Clio

 

 

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:

  1. Click on the Bills tab
  2. Select Awaiting Payment
  3. Click View Bill
  4. Select Record Payment button
  5. Enter $0 in the Payment field
  6. Check the box for Write off the remaining __
  7. Click Record Payment
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