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KCS - How To Generate a Billing History Report

Objective:

  • Run a Billing History Report
  • Generate a Report that shows:
    • Open receivables
    • Past Due receivables
    • Paid 

Environment:

  • Clio Web App

Additional Information:

For more information on the Billing History Report, click here

Procedure:

  1. Select Reports
  2. Select Billing History 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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