Can I Add Negative Time Entry or Expenses in Clio?

Objective:

  • Crediting Negative Expense Entries
  • Negative Bill
  • Add credit note without a bill
  • Add a pre-bill discount

Environment:

  • Clio Manage

Additional Information:

This feature was removed in 2018 but was re-added in February 2019 in response to user feedback. This can be useful in situations like if you want to add a Credit Note to a client who does not yet have an invoice.

Answer:

Yes. You can use negative time entries and expenses in Clio. If you want negative time entries to appear on invoices, you would have to enter a negative amount in the Rate field instead of the Duration field.

To generate a Bill with a negative amount, take these steps:

  1. Create your minus expense as normal
  2. Generate the Bill
  3. Go to the Bill
  4. Click edit
  5. Update the Bill ID number 
  6. Add a plus amount to the Bill that matches the plus (make sure not to click "Create new expense record?")
  7. Press Save
  8. Click Edit
  9. Remove the unneeded Expense
  10. Press Save

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality