San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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 Web App

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

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