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Can I Add a Credit to a Matter as an Activity?

Question:

  • 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?

Environment:

  • Clio Manage

Additional Information:

  • 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 support@clio.com , the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

Answer:

No, there isn't a way to add a credit to a Matter as an activity. This is currently a Feature Request.

 

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