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How to Write-Off an Expense

Objective:

  • Can I write-off an Expense?
  • Can an Expense be written off?

Environment:

  • Clio Manage

Additional Information:

  • To Learn How to Apply a Write Off or Credit Note, click here
  • To Learn How to Discount Individual Line Items on an Invoice, click here
  • To Learn How Do I Apply a Discount to a Bill, click here
  • To Learn How is a Credit Note Different from a Discount, click here

Answer:

An Expense can only be written off, once it has been billed. Instructions on how to write off or add a credit note to a portion of a bill below. 

 

Credit Note:

  1. Locate and open the Bill that you want to apply a Credit Note to (by clicking the Bill ID number)
  2. Click the Credit notes sub-tab
  3. Click Add credit note
  4. Enter any applicable information
  5. (Optional) Add notes in the Description box, for future reference
  6. Click Save credit note

Credit_Notes_.png

Write-Off:

  1. Locate and view the Bill that you want to apply a Write-Off to (by clicking the Bill ID number)
  2. Click the More actions button
  3. Click Record Payment
  4. Enter in the Source (as Direct Payment if no other Payment is being recorded right now)
  5. Enter the Payment Amount. This can be a partial payment amount so that you can write-off the remaining amount, or enter a payment of 0 if you are writing off the entire outstanding amount shown. Once you click outside of this box, the 'Write offs' box shown below will appear, with the amount that will be written off.
  6. Tick the box under Write offs to write-off the remaining amount shown
  7. (Optional) Add notes in the Description box, for future reference
  8. Click Record Payment

Screenshot_2019-05-03_at_09.40.24.png

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