2017

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KCS - How To Close a Delinquent Account

Objective:

  • Closing account for delinquency 
  • Closing out Matters 
  • Closing out Cases 

Environment:

  • Clio Web App

Additional Information:

Procedure:

  1. Open the Matter 
  2. Select Edit 
  3. Update the Status field to Close
  4. Scroll down to Billing preferences and expand the section
  5. Check off the box Matter is billable 
  6. Select Save Matter 

If you have any outstanding Bills that need to written off, complete the following steps: 

  1. Locate the Bills (Open the Matter and select the Bills tab)
  2. Click the ID number of the Bill 
  3. Select Credit notes 
  4. Select Add Credit note
  5. Type the full amount of the Bill in the Total credit field 
  6. Select Save credit note

 

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