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:
- Both write off and credit note details are displayed under one column named "Credit Notes"
Answer:
There are 3 reports that show this info: Revenue Report, Accounts Receivable Report, and the Billing History Report will total all Credit Notes/Write Offs at the bottom of the Report.