How to Write Off Unbilled Activities

Objective:

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

Environment:

  • Clio Web App

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:

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

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