Objective:
- Having Credit Notes show up in the Summary of Accounts on a Bill
- Does the Summary of Accounts include Credit Notes
- Will write-offs show in the Summary of Accounts section on my invoice
Environment:
- Clio Manage
Additional Information:
For instructions on how to show the Summary of Accounts on a Bill, click here.
Answer:
Yes, Credit Notes will be reflected under "Payments Received" in the Summary of Accounts.