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Can I Generate a Report that Displays which of my Clients have an Overdue Balance without a Payment Plan Created?

Objective:

  • Payment plan 
  • Reducing collection period 

Environment:

  • Clio Web App

Additional Information:

  • If you would like to see this feature in Clio, please contact Support@Clio.com to add your vote. 

Answer:

  • No, not at the current time. 
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