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Which Report Will Show Credit Notes/Write Offs?

Objective:

  • How to get a total of write-offs given
  • Report on Write Offs
  • Report on Credit Notes
  • Which Reports show Credit Notes
  • Can I see a Report of all Credit Notes?
  • Can I see a Report for Write-offs?
  • Which Reports show a Running Total of Credit Notes/Write Offs?
  • Export a list of Credit Notes

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

There are 3 reports that show this info: Revenue ReportAccounts Receivable Report, and the Billing History Report will total all Credit Notes/Write Offs at the bottom of the Report. 

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