How to Write Off Unbilled Activities

Objective:

• Can I Write off Bills that I haven't issued yet?

Environment:

• Clio Manage

Additional Information:

These instructions are specific to writing off Activities before a Bill has been created. If the Bill has already been created, this article may be more straightforward: How To Apply A Write Off/Credit Note.

Some other helpful articles related to this are:

• How to Generate a Bill
• How Do I Approve a Draft Bill?

Procedure:

1. Generate a Bill for the Unbilled Activities
2. Approve the Bill
3. Click Record payment for the Bill
4. Select Direct Payment in the Source field
5. Change Payment amount to 0
6. Check off the checkbox beside Write off remaining (amount) from invoice (invoice number)
7. Click the Record payment button at the bottom of the page