KCS - How to Generate an Invoice Payments Report

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:

  1. Select Reports from the main navigation menu
  2. Select "Invoice Payments" from the list of available Reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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