- What is the Monthly Statement Report?
- What is the monthly statement report used for?
- What Information is available on the monthly statement report?
- Clio Manage
- Click here for steps on how to generate the Monthly Statement report.
The monthly statement report provides an overview of all payments activity across all accounts and is useful for bookkeeping and tax purposes. You can think of this like a monthly bank statement for Online Payments.
The report will include totals for charges, fees, refunds, voids, chargebacks, direct debits, payouts, and the detailed transactions that make up those totals.