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Why are The Bill Payments on the Billing History Report Different From Those on the Invoice Payments Report?

Objective:

  • Why do the Billing History Report and the Invoice Payments Report show different Bill Payments Amounts when I select a date range?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When you generate the Invoice Payments Report using a date range, the report pulls payments that were made during that date range. However, the Billing History Report pulls payments made on Bills that were created during the specified date range.

For example: Payments made in 2018 for Bills created in 2017 will show up on the Invoice Payments Report but not the Billing History Report. 

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