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 Manage

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