KCS - How to Generate 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 Web App 

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality