- Can I add a future credit to a matter without creating a transaction in the account?
- Is it possible to add a credit on an account as a time entry?
- Clio Manage
- You can add a credit note on an Unpaid invoice. For how to do so, please go to our help centre article here: How to Apply a Write Off/Credit Note to a Bill
If you would like to add your vote to this Feature Request, please contact us either through firstname.lastname@example.org , the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.
No, there isn't a way to add a credit to a Matter as an activity. This is currently a Feature Request.