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How Do I Show My Client's Trust Account Balance on a Bill?


  • Show trust account on bill
  • How do I show the Escrow Account on my Bills?
  • Can I show a Client's Trust Balance on a Bill? 
  • Is there a way to show the IOLTA Account on the Bill?
  • Can I show disbursements from the Trust account on a Bill?


  • Clio Manage


  1. Go to Settings
  2. Click Billing
  3. Select the Bill Themes subtab
  4. Click on the theme that you'd like to edit
  5. From the menu at the top-left, choose Statement of Accounts > Client Account
  6. Select Account Summary
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