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An Invoice Does Not Show Up on The Detailed Statement of Account

Issue:

  • An Invoice belonging to the same client is not appearing in the Detailed Statement of Accounts, but does show up on the Account Receivable report. 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

  1. The invoice that is missing belongs to another Matter, and the Detailed Statement of Accounts is set to only display invoices belonging to the current Matter. 
  2. The invoice is not approved

Resolution 1:

  1. Select Settings 
  2. Select Billing 
  3. Select Bill Themes 
  4. Select the Bill Theme that is applied to the Bill 
  5. Select Statement of Accounts 
  6. Select Detail of Accounts 
  7. Check the box Include all client's Matters

Resolution 2:

  1. View the Invoice
  2. Select More Actions
  3. Approve the Invoice
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