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Can I View a Client's Outstanding Balance as of a Given Date?

Objective:

  • Find out what a Client owed on a specific date in the past

Environment:

  • Clio Manage

Additional Information:

Click here to learn how to generate a Statement of Account.

Answer:

Yes, you can run the Statement of Account for a "Specific Client" with a "Custom" date range. The From date should be set to include all of the Client's billing history. The To date should reflect the day you would like to capture the Client's outstanding balance for.

ie. You want to see what the Client owed as of Sept. 30th, 2017

Generate the Statement of Account from (prior to Client's Account history) to 09/30/2017

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