KCS - Where Can I View the Total Billed but Unpaid for a Matter?

Objective:

  • Total Accounts Receivable belonging to a Matter 
  • Total Outstanding balance for a Case 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • On the Matter Dashboard there is an outstanding balance amount listed on the left hand side. This outstanding balance is in reference to any Time or Expense Entries that have been Billed but not paid.
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