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Will the Accounts Receivable Report be Historical if Generated with a Date Range?

Objective:

  • Reporting on historical receivables
  • Historical outstanding balances

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

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.

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