Objective:
- How to see past write-offs applied to a Bill
- How to see credit notes on a Bill
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- In the Matter, go to the Bills Tab and locate the Bill with the Credit note or Write-Off
- Under the ID column, click the Bill ID number (hyperlinked in Blue) to preview.
- Locate "Payments, Clio payments and Credit notes"
- Click Credit notes subtab