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