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Can I Send a Client a Credit Memo?

Objective:

  • Can I send an Invoice to show only a Credit owed to the Client
  • Email a Credit Invoice 
  • Send a Credit Note to a Client

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Unfortunately, not at this time. If all Bills have been paid it is not possible to send a Credit only Invoice to show the client.

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

 

 

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