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Does Clio Differentiate Between Bad Debt Credit Notes and Courtesy Credit Notes?

Objective:

  • Can I set up and report on different categories of Credit Notes?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Not at this time. However, this has been submitted to our Development Team for future consideration.

If you would like to add your vote for this feature to be added to Clio, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know. 

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