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How Do I Report on Revenue and Loss?

Objective:

  • How do I report on Revenue, Discounts and Credit Notes?
  • Which Report will show me loss?

Environment:

  • Clio Manage

Additional Information:

Answer:

The Revenue Report will show Revenue and Credit Notes.

Invoice Discounts will be evenly applied across Time and Expense columns on the Report but not in a separate column.

To see the discounted amount on the Revenue Report, apply a Credit Note to the Bill instead, for the amount of the Discount, to have the ability to report on that amount. 

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