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How to Write Off Multiple Bills at Once

Objective:

  • Apply Credit Note to all Client's Bills at once
  • Bulk Apply Credit Note to Client
  • Bulk Apply Credit Notes to Matter 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click the green Create New button in the upper-right hand corner of Clio
  2. Select Record payment
  3. Type the name of the Client into the Client field 
  4. Select Direct Payment within the Source field
  5. Enter a 0 within the Payment field (to the right of each outstanding invoice listed)
  6. Check the box for each relevant Bill in the Write offs section at the bottom of the page
  7. Click to Record Payment 
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