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:
- Create your minus expense as normal
- Generate the Bill
- Go to the Bill
- Click edit
- Update the Bill ID number
- Add a plus amount to the Bill that matches the plus (make sure not to click "Create new expense record?")
- Press Save
- Click Edit
- Remove the unneeded Expense
- Press Save