KCS - 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:

n/a

Answer:

Credit Notes can currently only be applied to Approved Invoices, however you can change the Rate of an entry to 0 if you would like to track the time but not charge for it. 

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