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How to View the Remaining Outstanding Balance for a Client?

Question:

  • How do I find the Remaining Balance for a Current Client?
  • Where can I see the Remaining Outstanding Balance for a Customer?

Environment:

  • Clio Manage

Additional Information:

  • N/A

Answer:

  1. Go to the "Billing" tab on the Left 
  2. Navigate to the "Outstanding Balance" Tab
  3.  From here you will be able to see the Clients Outstanding Balance

Or

  1. Navigate to the Contact
  2. Click on the "Bills" Tab
  3. Navigate to the "Unpaid" Bill Tab (overdue Bills will be highlighted in red) 
  4. On the Right-Hand side under the "Balance" section you will be able to see the Balance Outstanding

 

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