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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?

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
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