How to View Credit Notes Applied to a Bill

Objective:

  • How to see past write-offs applied to a Bill

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Bill in question (Click the Bill ID number to open the Bill)
  2. Look for the section that says Payments, Clio payments, and Credit notes
  3. Click the Credit notes subtab
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