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Why Is The Unpaid Amount On Firm Dashboard Different Than The Total on the Unpaid Invoices?

Objective:

  • The total value showing for Unpaid on the Firm Dashboard shows a different value than the total amount in Unpaid for the Invoices

Environment:

  • Clio Manage

Additional Information:

  • The Information in the Accounts Receivable Report does not match the amount displaying in the Unpaid section of the Firm Dashboard nor does the total amount owing in the Outstanding Balances section in Clio.

Answer:

The reason that these numbers do not match is due to the Unpaid section of the Firm Dashboard collecting data directly from the Billable Activities on the account.  These figures do not include any Interest that may be applied to the Invoices.  Line Item and Invoice level Discounts will be reflected on the Firm Dashboard in the Unpaid section.

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