San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

What are Statements of Account in Clio?

Objective:

  • To learn what a Statement of Account is

Environment:

  • Clio Manage

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 amount and Payments for a specific time period
  • The Balance Due on a client's account
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality