KCS - Which Report Includes Information from Credit Note Descriptions?

Objective:

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

Environment:

  • Clio Web App

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 Bills tab
  2. Click the Export Transactions sub-tab
  3. Select a date range
  4. Ensure QuickBooks CSV is selected
  5. Click Export Bills
  6. See Column I for the text typed into the Credit Note fields
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