KCS - How do I View Credit Note Descriptions on the Bills Tab?

Objective:

  • Credit Note
  • Description
  • Write Off 

Environment:

  • Clio Web App

Additional Information:

For further information on viewing a list of descriptions for all Credit Notes applied to a Bill, please see the following: Which Report Includes Information from Credit Note Descriptions? 

Procedure:

  1. Go to Bills
  2. Locate the Bill in question
  3. Click Credit Notes above the Bill
  4. Look under Description

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