Objective:
- Edit Credit Note
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
You will want to delete the credit note and re-add it.
To delete and add the credit note in Clio Manage:
- View the Invoice
- Click the Credit Note subtab in the Payments box (there will be a blue record payment button on the top right hand corner of the payments box)
- Click Delete beside the previously added credit note
- Click Delete to confirm the credit note deletion
- Click Add Credit Note button on the top right hand corner of the payments box
- Enter in new information
- Click Save Credit Note