- How do I Generate Statements of Account
- How do I create a Statement of Account
- How do I make a Bill for all my clients outstanding amounts
- How can I see a Client's balance due, as of a particular date?
- How do I generate a Bill Reminder?
Please see the Automated Bill Reminders FAQ to learn more.
- Clio Manage
- Statements of Account are printable PDF documents outlining client's outstanding amounts due.
- Select Billing
- Click the arrow in the upper right corner, next to New bills
- Select New statements of accounts
- Input the relevant data
- Select Generate Statements of Account