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How is the Outstanding Balance for a Client Calculated?

Objective:

  • Outstanding balance calculations?
  • How is the Outstanding balance in Bills calculated?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

The Outstanding Balance amount currently consists of all invoices that are in the 'Unpaid' status (previously known as 'Awaiting Payment') on all Matters associated with the Client.

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