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

December 11, 2020 14:42

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.