2017

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Applying Write Offs and Credit Notes in the New Clio Experience

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

Reporting

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

Record_Payment_Button.png

3.  For the item you want to apply a Credit Note for, enter a dollar value less than the balance owed in Payment Amount

4.  Next, click anywhere on this screen. A checkbox for Write off remaining will appear. Select this box.

5.  Click Record Payment

Write-Off_Record_Payment_Screen.png

To view the Credit Note applied, go to the Credit Notes sub-tab:

Credit_Notes_Tab.png

You will also see the Credit Note applied on your Bill:

Credit_Note_on_Invoice.png

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:

  1. Navigate to desired Bill and Open the bill
  2. Select the Credit Notes sub-tab
  3. Click Add Credit Note
    Add_Credit_Note_Tab.png
  4. The date will prepopulate with today's date, but can be changed if desired
  5. (Optional) Enter a description for the Credit Note
  6. Enter Credit Note amount
  7. Click Save Credit Note

New_Credit_Note_Modal.png

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.

Reporting

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.