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:
- Select Billing
- Select 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