2017

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KCS - How to Generate a Statements of Account

Objective:

  • How do I Generate a Statements of Account 
  • How do I create a Statements of Account 
  • How do I make a Bill for all my clients outstanding amounts

Environment:

  • Clio Web App 

Additional Information:

A Statements of Account is a printable PDF document of the client's outstanding amounts due, or as a history report of billing.

Procedure:

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

 

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