KCS - How to Generate Statements of Account


  • 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? 


  • Clio Web App 

Additional Information:

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


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