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How Do I Share an Outstanding Balance?

Objective:

  • Share outstanding balance with a Client
  • What do I do to share an outstanding balance with a Client?
  • Outstanding Balances
  • Outstanding Balance page
  • Outstanding Balance tab

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Navigate to the Billing tab
  2. Click Outstanding Balances subtab
  3. Select the Client(s) with the outstanding balance
  4. Click Send
  5. Click Send client balance (after adding a message, if you choose)

 

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