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Is it Possible to Show Pending Transactions on an Accounts Receivable Report?

Question:

  • Is it Possible to Show Pending Transactions on an Accounts Receivable Report?
  • Can you show a pending payment via credit card on bills in this report?

Environment:

  • Clio Manage
  • Accounts Receivable Report

Answer:

Currently, it is not possible to reflect bills that are unpaid to show as pending if a payment was made via credit card when generating an Accounts Receivable Report. If you would like to request for this feature, please let our Support team know. The Support team can be reached by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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