Objective:

• A way to see a listing of Bills with Credit Notes and related Credit Note Descriptions

Environment:

• Clio Manage

Additional Information:

• See here for instructions on adding a Credit Note to an Approved Bill

Answer:

There isn't a designated report showing this, but the information can be exported from Clio:

1. Go to the Billing tab
2. Scroll down and click on the drop down arrow beside Export
3. Select Export for Quickbooks Desktop
4. Select a date range
5. Ensure QuickBooks CSV is selected
6. Click Export Bills
7. See Column I for the text typed into the Credit Note fields