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Why Do the Billing History and Revenue Reports Contain Different Figures?

Objective:

  • Why am I seeing a different amount for Credit Notes on the Billing History Report versus the Revenue Report? 
  • Why are payments higher on Revenue compared to the Billing History Report? 

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When generated for a date range, 

  • the Billing History Report will include Payments and Credit Notes for Bills with Issue Dates in that time frame
  • the Revenue Report will pull in Payments and Credit Notes based on the dates of the Payment and Credit Notes themselves

Example: If you issued a Bill in 2017 but applied a Credit Note to it in 2018, this Credit Note will be reflected on a Revenue Report generated for 2018, but it will not be included on the Billing History Report for that same time frame. 

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