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

Objective:

• Show Trust/Client 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?

Environment:

• Clio Manage

Procedure:

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