2017

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KCS - What is a Statements of Account in Clio?

Objective:

  • To learn what a Statements of Account is

Environment:

  • Clio Web App

Additional Information:

For more information on how to use a Statements of Account, click here

For more information on how to generate a Statements of Account, click here

Answer:

A Statements of Account is a report that lays out the financial details of a specific client's account. The Statements show:

  • Invoice and Payment amounts for a specific time period
  • The outstanding balance on a client's account
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