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Is There a Report That Shows Each Client's Most Recent Bill Payment?

Objective:

  • Can I report on the most recent Bill Payment made by all or individual clients?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

This information is available when exporting Bills as a CSV file. A column for Last Payment On is included in the CSV file. If you have multiple Bills for the same client, you can sort by the contact column within Excel. 

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