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Are Credit Notes Considered in Reporting Figures?

Objective:

  • To understand if the reporting figures are inclusive of discounts

Environment:

  • Clio Manage

Additional Information:

There is not a column for Invoice Discounts in any of Clios Reports but the discounted amount is what is reflected. Credit notes are tracked in Reports. 

How is a Credit Note different than a Discount

Answer:

Reports including billed figures take discounted time into account whereas Reports on unbilled activities do not. Figures in the Activities tab do not reflect discounts applied to invoices. 

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