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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.

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