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How do I not show Clients with a zero balance in my Statements of Account?

Objective:

  • Get rid of Clients with no outstanding balance in Statements of Account
  • Exclude clients with $0 balance from the Statements of Account

Environment:

  • Clio Manage
  • Billing

Additional Information:

n/a

Answer:

On the Statements of Account screen, uncheck the box beside Show clients with zero balance 

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