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How to View Credit Notes Applied to a Bill

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:

  1. In the Matter, go to the Bills Tab and locate the Bill with the Credit note or Write-Off
  2. Under the ID column, click the Bill ID number (hyperlinked in Blue) to preview.
  3. Locate "Payments, Clio payments and Credit notes"
  4. Click Credit notes subtab
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