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Clio users are able to create financial statements that include an opening balance on a given date, a closing balance on a given date, and a printable version of the balance for clients or their own records.
Statement Of Account Sample
This statement can be used to remind customers of amounts due or as a billing history report.
How To Read Your Mortgage Statement
To create statements, go to the Billing tab, click the arrow to the right of the “New Accounts” button, and then click New Statements. Here you can refine the information you want to include in the statement.
Results Grouping: Determines the order in which statements appear in the PDF when generating statements for all customers. Defaults to “Client”. Switch to “Responsible Attorney” to change the posting order.
Select Date Range: When you select a date range, all activity prior to the opening date will be displayed as “Opening Balance”. Transactions outside the selected date range will not appear in the final report.
Account Balances: Check the appropriate boxes to display trust and/or operating balances for the customer. These dimensions are shown at the bottom of the description.
Cash Flow Statement
Accounting Theme: You can select an existing accounting theme to format your account statements. Please note that you cannot create an account subject for your statements and you cannot change the information in the statement.
Format: PDF can be selected if you want to save/open/print account statements. You can also save this file in zip format to your computer for backup.
It does not show other types of transactions, such as money held in a trust or transactions unrelated to bill payments.
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