KCS - What Information does the Accounts Receivable Report Show?

Objective:

  • Learn what information the Accounts Receivable Report shows
  • Learn what the Accounts Receivable Report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on generating an Accounts Receivable Report , click here

Answer:

Clio's Accounts Receivable Report is designed to help firms determine and quantify amounts outstanding on all Open and Past Due invoices on a per-user, per-client and per-matter basis. The report details:

  • Amounts due on approved outstanding invoices
  • Partial payments made towards those amounts
  • Credit notes applied to invoices.
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