The Clio Cloud Conference isn't another webinar. Find out more and save your spot today.

Are Credit Notes Considered in Reporting Figures?

Objective:

  • Understand if the reporting figures are inclusive of discounts

Environment:

  • Clio Web App

Additional Information:

There is not a column for Invoice Discounts on 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. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality