KCS - Why is the Overdue Balance Higher Than the Balance Due on a Client's Statements of Account?

Objective:

  • The overdue balance is higher than the balance due on my client's Statements of Account, why?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

If the client has outstanding Trust Requests that are not paid, this will show in the Overdue Balance however does not get calculated as part of the Balance Due.

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