Why is My Client Activity Report Balance Different Than My Invoice Payments Report?

Objective:

  • To determine why these the Client Activity Report Balance differs from the Invoice Payments Report

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

The Client Activity Report will show all billable client activity, both paid and unpaid. In comparison, the Invoice Payments Report will show all payments made on invoices. Outstanding balances will not be included in this report. 

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