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How Do I Generate a Statements of Account?

Objective:

    • 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 reminder bill?

Automated Bill Reminders - Coming Soon!
If you are currently part of the Early Access for Automated Bill Reminders, please see [Automated Bill Reminders Early Access FAQ]. As we progress through this early feature release, more accounts will be given access.

Environment:

  • Clio Manage

Additional Information:

Statements of Account are printable PDF documents outlining client's outstanding amounts due.

Procedure:

  1. Select Billing
  2. Select the arrow in the upper right corner next to New bills
  3. Select New statements of accounts
  4. Input the relevant data
  5. Select Generate Statements of Account
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