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