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How Do I Print a List of the Outstanding Balances?

Objective:

  • Are the Outstanding balance pages able to be printed? 

Environment:

  • Clio Manage

Additional Information:

  • You cannot print this directly from Clio, however, you can export the Outstanding Balances page and print that export from your computer, using the steps shown below.
  • For more information: Outstanding Balances

Procedure:

  1. Navigate to the main Billing tab on the left side of Clio
  2. Click on the Outstanding Balances subtab at the top of the page
  3. Add any filters necessary by clicking the Filters button to the right
  4. Click the Export button at the bottom of the table of Bills
  5. Select the export format (PDF or CSV) and click Export

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