The Clio Cloud Conference isn't another webinar. Find out more and save your spot today.

Is There a Report That Shows Everything a Client Has Paid?

Objective:

  • I Want a Report That Shows the Total Amount That a Client Has Paid for a Given Time Period
  • How Can I Display Everything a Client has Paid on a Bill?

Environment:

  • Clio Manage

Additional Information:

  • For Information on the Billing History Report, click here
  • For More Information on the Invoice Payments Report, click here

Answer:

The Invoice Payments Report shows all the payments a client has made and the total at the bottom of the report.

For a Client Facing Report that does not contain the amounts reimbursed to each attorney, please use the Billing History Report.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality