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How do I Print an Accounts Receivable Report

Objective:

  • To determine the steps to print a Report

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Reports tab in the black global menu bar
  2. Choose Accounts Receivable Report
  3. Enter relevant criteria
  4. In the bottom field Output Format choose either .CSV (excel) or .PDF (text)
  5. Once the file has downloaded to your computer open it and use your normal print process

 

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