Objective:
- Understand which columns will be available when exporting Invoices to Excel
Environment:
- Clio Web App
Additional Information:
Bills can be exported in CSV format.
Answer:
New Clio
- number (Invoice ID)
- state (Draft, Pending Approval, Awaiting Payment, Paid, Void)
- client.name
- due_at (Due Date)
- issued_at (Issue Date)
- pending (Pending Clio Payments)
- due (Amount Due)
- paid_at (date of most recent payment)
- paid (total amount paid)
Previous Clio
- Invoice ID
- State
- Due Date
- Issue Date
- Client
- Matter
- Balance (Amount Due)
- Total
- Last Payment On
- Type (Invoice or Trust Request)