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Does the Summary of Accounts Reflect Credit Notes?

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.

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