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?

Environment:

• Clio Manage

Additional Information:

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

Procedure:

1. Select Bills
2. Select Statements of Accounts
3. Input the relevant data
4. Select Generate Statements of Account