KCS - How is a Credit Note Different from a Discount?

Objective:

  • Learn the ways that a Credit Note is different from a Discount

Environment:

  • Clio Web App

Additional Information:

For more information on applying a Credit Note, click here

For more information on Applying a Discount to a Bill, click here

Answer:

  • Credit Notes can be tracked and reported on, whereas Discounts reduce the amount recorded as billed and cannot be tracked. 
  • Discounts can be applied to individual Line Items, Credit Notes are applied to an entire Bill.  
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