Clio's Credit Note feature allows two ways for applying Credit Notes to write off amounts owing on approved bills:
Adding a Credit Note While Receiving a Payment
Adding a Credit Note from Within a Bill
Adding a Credit Note While Receiving a Payment
To add a Credit Note to an approved bill from the "Record Payment" screen, please follow these steps:
1. Navigate to desired Bill and Open the bill
2. Click on Record Payment
3. For the item you want to apply a Credit Note for, enter a dollar value less than the balance owed or zero in Payment Amount and hit enter
4. Next, click anywhere on this screen. A checkbox for Write off remaining will appear. Select this box
5. Click Record Payment
To view the Credit Note applied, go to the Credit Notes sub-tab:
You will also see the Credit Note applied on your Bill:
Adding a Credit Note from Within a Bill
To add a Credit Note to a bill from the "Credit Notes" sub-tab, please follow these steps:
- Navigate to desired Bill and Open the bill
- Select the Credit Notes sub-tab
- Click Add Credit Note
- The date will prepopulate with today's date, but can be changed if desired
- (Optional) Enter a description for the Credit Note
- Enter Credit Note amount
- Click Save Credit Note
You will now see the Credit Note within the Credit Notes sub-tab and applied to your Bill.
Additional Details: If you would like to write off an entire bill, this must be completed by adding a Credit Note within the Credit Notes sub-tab.
Credit Notes can be reported on in the "Billing History Report" and the "Revenue Report."
Alternately, if you would like to apply discounts to your invoices, review our Support Article on "Applying Discounts to Bills". It is not recommended to apply a 100% discount.
More can be read about reporting on Write-Downs, Discounts, and Credit Notes in the Comparing Activity and Billing Reports Support Article.