2017

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KCS - How to Edit a Credit Note

Objective:

  • Edit Credit Note 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

To edit a credit note in previous Clio:

  1. View the Invoice
  2. Click the Credit Notes subtab
  3. Click Edit beside the credit note 
  4. Change the Date, Description, or Credit amount
  5. Click Update Credit Note

 

If you are currently in new Clio, the ability to edit Credit Notes has not yet been added. As such, you will want to delete the credit note and re-add it. 

To delete and add the credit note in new Clio:

  1. View the Invoice
  2. 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)
  3. Click Delete beside the previously added credit note 
  4. Click Delete to confirm the credit note deletion
  5. Click Add Credit Note button on the top right hand corner of the payments box 
  6. Enter in new information
  7. Click Save Credit Note

 

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