Can I Write off Activities Without Creating a Bill?

Objective:

• Can I add a Credit Note to unbilled Time Entries?
• Can I add a Credit Note to a Matter without having an existing Bill?

Environment:

• Clio Manage

Additional Information:

If you would like to track the time but not charge for it, you can change the Rate of an entry to 0

Answer:

No, Credit Notes or Write-Offs can currently only be applied to Approved Invoices. See this article for more information: Applying Write Offs and Credit Notes