Credit Memos allow users to write off amounts that clients owe on approved Bills. They can be added in two "ways": when viewing a Bill, or when making a payment on a Bill. [Support Link](https://help.clio.com/hc/en-us/articles/9285299888539-Credit-Notes)
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openapi: 3.2.0
info:
title: Clio API Documentation Credit Memos API
contact:
name: Clio API Support
email: api@clio.com
description: '# Developer Support and Feedback
* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio''s API Support team at api@clio.com.'
version: v4
x-logo:
url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
description: US region Production Server
- url: https://eu.app.clio.com/api/v4
description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
description: Australia region Production Server
tags:
- name: Credit Memos
description: 'Credit Memos allow users to write off amounts that clients owe on approved Bills. They can be added in two "ways": when viewing a Bill, or when making a payment on a Bill.
Support Link'
paths:
/credit_memos.json:
get:
tags:
- Credit Memos
summary: Return the data for all CreditMemos
operationId: CreditMemo#index
description: Outlines the parameters, optional and required, used when requesting the data for all CreditMemos
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: contact_id
in: query
description: The unique identifier for a single Contact. The keyword `null` is not valid for this field. The list will be filtered to include only the CreditMemo records with the matching property.
required: false
schema:
type: integer
format: int64
- name: created_since
in: query
description: Filter CreditMemo records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: ids[]
in: query
description: Filter CreditMemo records to those having the specified unique identifiers.
required: false
schema:
type: integer
format: int64
- name: limit
in: query
description: 'A limit on the number of CreditMemo records to be returned. Limit can range between 1 and 200. Default: `200`.'
required: false
schema:
type: integer
format: int32
- name: order
in: query
description: 'Orders the CreditMemo records by the given field. Default: `date(asc)`.'
required: false
schema:
type: string
enum:
- id(asc)
- id(desc)
- date(asc)
- date(desc)
- name: page_token
in: query
description: A token specifying which page to return.
required: false
schema:
type: string
- name: updated_since
in: query
description: Filter CreditMemo records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/CreditMemo_List'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
/credit_memos/{id}.json:
get:
tags:
- Credit Memos
summary: Return the data for a single CreditMemo
operationId: CreditMemo#show
description: Outlines the parameters, optional and required, used when requesting the data for a single CreditMemo
parameters:
- name: IF-MODIFIED-SINCE
in: header
description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp).
required: false
schema:
type: string
format: date
- name: IF-NONE-MATCH
in: header
description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed.
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the CreditMemo.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/CreditMemo_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'304':
description: Not Modified
components:
schemas:
Contact_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Contact*
etag:
type: string
description: ETag for the *Contact*
name:
type: string
description: The full name of the *Contact*
first_name:
type: string
description: First name of the Person
middle_name:
type: string
description: Middle name of the Person
last_name:
type: string
description: Last name of the Person
date_of_birth:
type: string
format: date
description: Date of birth
type:
type: string
enum:
- Company
- Person
description: The type of the *Contact*
created_at:
type: string
format: date-time
description: The time the *Contact* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Contact* was last updated (as a ISO-8601 timestamp)
prefix:
type: string
description: The prefix of the *Contact* (Mr, Mrs, etc)
title:
type: string
description: The designated title of the *Contact*
initials:
type: string
description: The initials of the *Contact*
clio_connect_email:
type: string
description: Clio Connect email if the *Contact* is a ClioConnect User
locked_clio_connect_email:
type: boolean
description: A boolean indicating if the ability to modify this *Contacts Clio connect email is locked.
client_connect_user_id:
type: integer
format: int64
description: The ID for the Clio Connect user associated with this *Contact*
primary_email_address:
type: string
description: The primary email address associated with this *Contact*.
secondary_email_address:
type: string
description: The secondary email address associated with this *Contact*.
primary_phone_number:
type: string
description: The primary phone number associated with this *Contact*.
secondary_phone_number:
type: string
description: The secondary phone number of the *Contact*.
ledes_client_id:
type: string
description: LEDES client id of the Contact
has_clio_for_clients_permission:
type: boolean
description: True if at least one resource has been shared with the contact using Clio for Clients.
is_client:
type: boolean
description: Whether or not the Contact is a client
is_clio_for_client_user:
type: boolean
description: Whether or not this contact has client_login and client_user (can be created due to addition to client portal or client_share_permissions)
is_co_counsel:
type: boolean
description: Whether or not the Contact has matters shared as co-counsel
is_bill_recipient:
type: boolean
description: Whether the Contact is a bill recipient on at least one matter.
sales_tax_number:
type: string
description: The sales tax number of the *Contact*
currency:
type: object
description: Currency of the *Contact*
CreditMemo_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *CreditMemo*
etag:
type: string
description: ETag for the *CreditMemo*
date:
type: string
format: date
description: Date the *CreditMemo* was recorded (as a ISO-8601 date)
amount:
type: number
format: double
description: Total amount credited
description:
type: string
description: A detailed description for the *CreditMemo*
discount:
type: boolean
description: Whether the *CreditMemo* is applied as discount
voided_at:
type: string
format: date-time
description: Time the *CreditMemo* was voided (as a ISO-8601 timestamp)
created_at:
type: string
format: date-time
description: The time the *CreditMemo* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *CreditMemo* was last updated (as a ISO-8601 timestamp)
CreditMemo_List:
type: object
required:
- data
properties:
data:
type: array
description: CreditMemo List Response
items:
$ref: '#/components/schemas/CreditMemo'
User_base:
type: object
properties:
account_owner:
type: boolean
description: Whether the *User* is the owner of the account
clio_connect:
type: boolean
description: Whether the *User* is a Clio Connect user
court_rules_default_attendee:
type: boolean
description: Whether the *User* is a default attendee for court rules events
created_at:
type: string
format: date-time
description: The time the *User* was created (as a ISO-8601 timestamp)
default_calendar_id:
type: integer
format: int64
description: Default calendar id for *User*.
email:
type: string
description: The email of the *User*
enabled:
type: boolean
description: Whether the *User* is allowed to log in
etag:
type: string
description: ETag for the *User*
first_name:
type: string
description: The first name of the *User*
id:
type: integer
format: int64
description: Unique identifier for the *User*
initials:
type: string
description: The initials of the *User*
last_name:
type: string
description: The last name of the *User*
name:
type: string
description: The full name of the *User*
phone_number:
type: string
description: The primary phone number for the *User*.
rate:
type: number
format: float
description: Default user activity rate for *User*.
roles:
type: array
items:
type: string
description: An array of roles assigned to this *User*
subscription_type:
type: string
enum:
- Attorney
- NonAttorney
description: The subscription type of the *User*
time_zone:
type: string
description: The selected time zone of the *User*
updated_at:
type: string
format: date-time
description: The time the *User* was last updated (as a ISO-8601 timestamp)
Allocation_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *Allocation*
etag:
type: string
description: ETag for the *Allocation*
date:
type: string
format: date
description: The date the allocation was applied (as a ISO-8601 date)
amount:
type: number
format: double
description: The total amount of money that the user has allocated
interest:
type: boolean
description: Whether the allocation is applied to interest amount
voided_at:
type: string
format: date-time
description: Time the *Allocation* was voided (as a ISO-8601 timestamp)
created_at:
type: string
format: date-time
description: The time the *Allocation* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *Allocation* was last updated (as a ISO-8601 timestamp)
description:
type: string
description: The description from the associated Credit Memo (if applicable)
has_online_payment:
type: boolean
description: Whether this allocation is associated with an online payment or not
destroyable:
type: boolean
description: Whether the record can be deleted or not
payment_type:
type: string
description: A string indicating whether the payment is a card or an eCheck payment.
ErrorDetail:
type: object
required:
- type
- message
properties:
type:
type: string
description: Unique name for this error
message:
type: string
description: Detailed message about the error
CreditMemo:
allOf:
- $ref: '#/components/schemas/CreditMemo_base'
- type: object
properties:
user:
$ref: '#/components/schemas/User_base'
description: User
contact:
$ref: '#/components/schemas/Contact_base'
description: Contact
allocations:
type: array
items:
$ref: '#/components/schemas/Allocation_base'
description: Allocation
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
CreditMemo_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/CreditMemo'
x-tagGroups:
- name: Api
tags:
- Custom Actions
- Webhooks
- name: Activities
tags:
- Activities
- Activity Descriptions
- Activity Rates
- Expense Categories
- Timers
- Utbms Codes
- Utbms Sets
- name: Accounting
tags:
- Bank Accounts
- Bank Transactions
- Bank Transfers
- name: Billing
tags:
- Bills
- Billable Clients
- Billable Matters
- Bill Themes
- Interest Charges
- Line Items
- Outstanding Client Balances
- name: Calendars
tags:
- Calendars
- Calendar Entries
- Calendar Entry Event Types
- Calendar Visibilities
- Reminders
- name: Clio Payments
tags:
- Clio Payments Links
- Clio Payments Payments
- name: Communications
tags:
- Communications
- Conversations
- Conversation Messages
- name: Contacts
tags:
- Contacts
- Email Addresses
- Phone Numbers
- Notes
- Log Entries
- name: Court Rules
tags:
- Jurisdictions To Triggers
- Jurisdictions
- Matter Dockets
- Service Types
- name: Custom Fields
tags:
- Custom Fields
- Custom Field Sets
- name: Documents
tags:
- Documents
- Document Versions
- Folders
- Document Archives
- Document Automations
- Document Categories
- Document Templates
- Comments
- name: In-app Notifications
tags:
- My Events
- Event Metrics
- name: Matters
tags:
- Matters
- Relationships
- Clients
- Related Contacts
- Matter Contacts
- Notes
- Practice Areas
- Log Entries
- Matter Stages
- Medical Records Details
- Medical Records
- Medical Bills
- Damages
- name: Payments
tags:
- Allocations
- Credit Memos
- name: Reporting
tags:
- Reports
- Report Presets
- Report Schedules
- name: Settings
tags:
- Text Snippets
- Billing Settings
- Currencies
- Tax Rate Configurations
- name: Tasks
tags:
- Tasks
- Task Templates
- Task Template Lists
- Task Types
- name: Trust
tags:
- Trust Line Items
- Trust Requests
- name: Users
tags:
- Users
- Groups
- name: Legal Aid US
tags:
- Grants
- Grant Funding Sources
- name: Legal Aid England & Wales
tags:
- Civil Controlled Rates
- Civil Certificated Rates
- Criminal Controlled Rates
- Expense Categories