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How do I Generate an Accounts Receivable Report for a Specific Client?

Objective:

  • See list of all Client's Bills and the total amount outstanding
  • Generate AR Report for Specific Clients

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Reports
  2. Select Accounts Receivable
  3. Under "Select Client/Matter." select Specific Client
  4. Type the client's name into the field and select their name
  5. Make any other selected needed
  6. Click Generate Report

 

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