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