In Clio Manage, a credit note is a write-off that a firm applies to a bill when the firm believes they will not receive payment for the bill. Credit notes can be tracked and reported on and are applied to the whole bill rather than individual line items.
Apply credit notes or write-offs
There are two methods of applying a credit note to a bill. You can apply a credit note without recording a payment, but you can also write-off the remainder of a bill while recording a payment.
- Go to Billing or select the Bills subtab in a matter or contact.
- Select the Unpaid quick filter.
- Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
- Select the Credit notes tab and click Add credit note.
- Complete the details and add the amount that you are writing off.
- Click Save credit note.
- Go to Billing or select the Bills subtab in a matter or contact.
- Select the Unpaid quick filter.
- Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
- Click the More actions dropdown and select Record payment.
- Select the payment Source. If you are not recording a payment, select Direct Payment.
- Enter the Payment amount. If you are not recording a payment, enter $0 and click outside the box.
- Check the box under Write offs.
- Click Record payment.
- When the warning prompt appears, select Write off and record payment.
Delete credit notes
Credit notes cannot be modified or transferred from one bill to another. Once applied, a credit note can only be deleted. If you need to edit the credit note, delete it and then create a new one. To delete a credit note:
- Go to Billing or select the Bills subtab in a matter or contact.
- Select the Unpaid quick filter.
- Click the bill ID to open the bill. You can also click the down arrow next to Send and select View bill.
- Select the Credit notes tab and click Delete next to the credit note.
- When the warning prompt appears, select Delete.