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Is There a Report That Shows When Invoices Were Last Sent

Question:

  • Report for when bills were last sent
  • Billing last sent report
  • Report with invoice last sent column

Environment:

  • Clio Manage

Additional Information:

  • As per the Bill Re-Organization Update, there is now a Last Sent Column in the Billing Tab to display when Bills were last sent to a Client which are available on a CSV Export

Procedure:

  1. Go to Billing
  2. Select Draft / Pending Approval / Unpaid / Paid / or All depending which Bill State you want to Report on
  3. Click Export
  4. Select CSV Available Columns
  5. The Exported Excel Sheet should have a Last Sent Column

 

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