How Do I 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:
Additional Information:
Procedure:
- Click the green Create New button in the upper-right hand corner of Clio
- Select Record payment
- Type the name of the Client into the Client field
- Select Direct Payment within the Source field
- Enter a 0 within the Payment field (to the right of each outstanding invoice listed)
- Check the box for each relevant Bill in the Write-offs section at the bottom of the page
- Click to Record Payment