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What Happens When I Close a Matter with Outstanding Receivables?

Objective:

  • Close Matter with outstanding balance
  • Close Matter with overdue Bill
  • Credit Note

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When a Matter is Closed, any of the Matter's Bills will remain outstanding. If the Matter is truly finished with, you can:

  • Write off unbilled amounts (see here
  • Write off any unpaid amounts (see here)

You are also able to write off multiple Bills at once (see here)

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