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