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Unable to See Clients With Outstanding Balances in the Outstanding Balances Area

Objective:

  • Unable to see a client in outstanding balances area

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

If a client with outstanding balances is not being shown in the outstanding balances area, update the bill by making a change to it such as adding a direct payment for $1.00. Once the payment has been recorded, refresh the screen and delete the direct payment that was just recorded. Check the outstanding balances area again as the client should now be visible.

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