- Reporting on historical receivables
- Historical outstanding balances
- Clio Web App
To generate a Report that would reflect a historical record of the Accounts Receivables you would need to generate a Matter Balance Summary Report with a date range.
The Accounts Receivable Report will not show the historical receivable amount on a Bill if generated with a date range. The Report will display your invoices' current status (as they stand today) with any payments or credits applied.