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Does the Statement of Account Show Payments Received on Outstanding Balances?

Question:

  • Does the "Payments Received" section on the Statement of Account apply to the Outstanding Balance or just the "New Charges" balance?
  • When enabling the Statement of Account in Bill Themes, will it show payments made on new and previous bills? 

Environment:

  • Clio Manage

Additional Information:

  • The Detailed Statement of Account does provide more information if you were interested in seeing all the payments made on other outstanding invoices as well.
  • For information on setting up the Statement of Account, see the Bill Themes article here.

Answer:

No, the Statement of Accounts does not show payments made on Outstanding Balances.

The "Payments Received" header refers to payments made on the current bill. If payment is made on a previous bill, that payment will simply result in a reduction of the "Outstanding Balance" included in the Statement of Account. 

 

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