Objective:

• How do I generate a monthly statement report?
• How do I generate a monthly statement for Clio Payments?
• How do I download the monthly statement for Clio Payments?

Environment:

• Clio Manage

Additional Information:

• What Is the Monthly Statement Report?
• Please note, the report will be in PDF format.

Procedure:

1. Select Reports from the main navigation menu

2. Select Monthly Statements from the list of available reports

3. Click the Download icon next to the month that you would like to view