KCS - What are Statements of Account in Clio?

Objective:

  • To learn what a Statement of Account is

Environment:

  • Clio Web App

Additional Information:

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

Answer:

Statements of Account are reports that lay out the financial details for each specific client. The Statements show:

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