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Accounts Receivable Aging Report

Clio's Accounts Receivable Aging Report is designed to help firms track unpaid bills. The report divides overdue accounts receivable into aging categories—the number of days a bill has been outstanding. This enables you to get paid faster by efficiently following up with clients whose bills are overdue. 

Note: This report is available on all of Clio's plans.


Generate the report

To generate this report:

  1. In Clio Manage, select Reports in the left navigation menu.
  2. Click Billing or scroll down to Billing reports and select Accounts receivable aging.
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  3. Choose from several settings within the report options page to get the information you need for your report.  
      • Report type: you can generate the report by All clients, all Originating attorneys, or all Responsible attorneys. You can also generate the report by specific Clients, Matters, Originating attorneys, or Responsible attorneys.

        Note: If you sort the report by originating or responsible attorney, matters without any originating or responsible attorneys will appear in a separate Uncategorized section.

      • Report options: 
        • Select Show associated bill if you want the report to include a column for bills attached to the matter.
        • Select Show originating attorney column if you want the report to include a column for the originating attorney on the matter.
        • Select Show responsible attorney column if you want the report to include a column for the responsible attorney on the matter.
      • Output format: you can generate this report as a PDF, CSV, or as a Web version. Both the PDF and CSV file can be downloaded and printed. The Web report will display in your Clio Manage browser window. 

        What is a CSV file? A comma-separated values (CSV) file is a plain-text file that contains a list of data separated by commas. You an open a CSV file in almost any text editor or spreadsheet program, such as Microsoft Excel, Google Sheets, or Mac's built-in spreadsheet program Numbers.

  4. Click Generate report.

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Report categories

Note: This report does not include bills in draft. This report only includes approved bills that are within their grace period and approved bills that are overdue.

When this report is generated, it will show unpaid bills and clients with overdue bills listed by the number of days the bills have been outstanding.

    • Matter: this column lists the matter for which there is an unpaid or overdue bill.
    • Originating Attorney: this column lists the originating attorney assigned to the matter.
    • Responsible Attorney: this column lists the responsible attorney assigned to the matter.
    • Bill Id: this column lists the bill associated with the matter and line items.
    • Current: this column lists the amount that is currently due for an approved bill that is NOT overdue. Bills within their grace period will appear in this column.
    • 1 - 30 Days: this column lists overdue amounts that are past 1-30 days of the bill due date.
    • 31 - 60 Days: this column lists overdue amounts that are past 31-60 days of the bill due date.
    • 61 - 90 Days: this column lists overdue amounts that are past 61-90 days of the bill due date.
    • 91+ Days: this column lists overdue amounts that are 91 days or more past the bill due date.
    • Total: this column lists the total amount that is overdue or unpaid.
    • Matter Total: this section specifies the total amount overdue or unpaid for each of a client's matters.
    • Client Total: this section specifies the total amount overdue or unpaid for the client.
    • Attorney Total: you will see this section if you sort the results by originating or responsible attorney. This section specifies the total amount overdue or unpaid for each matter that the originating or responsible attorney is assigned.
    • Total Uncategorized: you will see this section if you sort the results by originating or responsible attorney and there are matters with no assigned originating or responsible attorney. This section specifies the total amount overdue or unpaid for each matter that does not have an originating or responsible attorney.

Web (all clients and all columns):

PDF (two specific clients):

CSV (one specific client):

You can sort or remove columns and rows if you generate the report as a CSV, including sorting by matter number. Learn more about filtering and sorting reports in Excel by reading this article.

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