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? 

Environment:

  • Clio Web App 

Additional Information:

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

Procedure:

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