Objective:
- Run an Invoice Payments Report
- Run a report that shows:
- payments made by a client
- provides a total at the bottom
Environment:
- Clio Web App
Additional Information:
For more information on the Invoice Payments Report, click here
Procedure:
- Select Reports from the main navigation menu
- Select "Invoice Payments" from the list of available Reports
- Select the appropriate report options based on the criteria you would like to report on
- Select the Output Format
- Click Generate Report