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:
- Go to the Bills tab
- Click the Export Transactions sub-tab
- Select a date range
- Ensure QuickBooks CSV is selected
- Click Export Bills
- See Column I for the text typed into the Credit Note fields