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What are Statements of Account Used for?

Objective:

  • What are Statements of Accounts?
  • Why are Statements of Accounts used?

Environment:

  • Clio Manage

Additional Information:

  • To Generate a Statement of Account, click here
  • To Remove Statement of Account Summary Section From Bill, 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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