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How Can I See A List Of All Overdue Bills?

Objective:

  • Create a list of overdue bills
  • View Bills that are overdue
  • Report on bills that are overdue

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

Option 1:

  1. Go to Billing
  2. Select the Unpaid bills
  3. Click Filters on the right hand side
  4. Select "Show overdue bills only"
  5. Press Apply filters

Alternatively, you can also filter by specific due dates. If you keep the "From" date blank, it will show all overdue bills that were overdue before the "To" date.

You can print a report by pressing the "Export" button as the bottom of the page and choose to export as a PDF or CSV (which would be suitable for opening in a spreadsheet program such as Excel).

 

Option 2:

  1.  Go to Billing
  2. Select Outstanding Balances Sub-tab
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