KCS - Can The Invoice Payments Report be Grouped by Client?

Objective:

  • How to view the Invoice Payment Report grouped by Client

Environment:

  • Clio Web App

Additional Information:

N/A

Answer:

By default, the payments are in chronological order by payment date. They are not grouped by clients. To organize this data, download the report as a CSV, create a table from the data, then organize it by the Client Name.

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