KCS - How To Close a Delinquent Account

Objective:

  • Closing account for delinquency 
  • Close a Matter with overdue receivables
  • Close a case with overdue bills

Environment:

  • Clio Web App

Additional Information:

N/A

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 be written off, complete the following steps: 

  1. Locate the Bills (Open the Matter and select the Bills subtab)
  2. Click the Bill ID or (or click View Bill)
  3. Select the Credit notes subtab
  4. Select Add Credit note
  5. Type the full amount of the Bill in the Total credit field 
  6. Click Save credit note
  7. Repeat steps 1-6 for all the Client's outstanding bills

 

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