Objective:
- Closing account for delinquency
- Close a Matter with overdue receivables
- Close a case with overdue bills
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Open the Matter
- Select Edit
- Update the Status field to Close
- Scroll down to Billing preferences and expand the section
- Check off the box Matter is billable
- Select Save Matter
If you have any outstanding bills that need to be written off, complete the following steps:
- Locate the Bills (Open the Matter and select the Bills subtab)
- Click the Bill ID or (or click View Bill)
- Select the Credit notes subtab
- Select Add Credit note
- Type the full amount of the Bill in the Total credit field
- Click Save credit note
- Repeat steps 1-6 for all the Client's outstanding bills