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Can I Transfer Write-Offs / Credit Notes From One Bill to Another?

Objective:

  • Transfer Credit Notes to another bill 
  • Transfer Write-offs to another bill 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, you are not able to transfer write-offs and credit notes. You will need to delete the write-off/credit note from the incorrect bill and add a new write-off/credit note to the correct bill. 

If you would like to add your vote to this Feature Request, please contact our Support Team.

 

 

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