KCS - What are Statements of Account Used for?

Objective:

  • Learn what the purpose of a Statement of Account is

Environment:

  • Clio Web App

Additional Information:

  • To learn what a Statement of Accounts is, click here
  • For more information on how to generate a Statement of Account, click here

Answer:

Statements of Account can be used to:

  • Remind a client of an outstanding balance due on their account
  • Provide a history of billing and payment activity on a client's account
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