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Credit Note is Not Recorded on Bill After Receiving "Success: Credit Note Created" Notification

Issue:

  • A credit note is added but is not recorded in the Credit Notes tab or on the Bill.

Environment:

  • Clio Manage

Additional Information:

  • Make certain to add a brief note into the description field

Cause:

  • The Credit Note Description field has a limit of 255 characters.
  • The text entered into the Description field exceeds the limit. Alternatively, copy and pasting text from elsewhere (an email, document, etc.) can also cause issues as it may include hidden characters that are not supported.

Resolution:

  1. Select Add Credit Note
  2. Enter Description manually and ensure the Description does not exceed 255 characters.
  3. Select Save Credit Note

 

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