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Why is the Overdue Balance on the Matter Higher Than the Balance Due on a Client's Statements of Account or Outstanding Balance?

Objective:

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

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

If the client has outstanding Trust Requests that have not yet been paid, this will show in the Overdue Balance on the Matter, however, does not get calculated as part of the Balance Due in the Statements of Account or when viewing the Outstanding Balance page.

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