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What is Clio Manage’s Outstanding Balances feature?

Objective:

  • What does the outstanding balance button do under Bills?
  • Outstanding balance page
  • Outstanding balances
  • New outstanding balances tab

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Clio has added a new section to Clio Manage under the Bills section called Outstanding Balances. This will display all the Clients that have an outstanding balance, and the amount of that outstanding balance.

You will be able to Share the outstanding balance with your Client by following the steps in How Do I Share an Outstanding Balance

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