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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 Web App

Additional Information:

n/a

Answer:

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

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