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:

  • 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 
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