- 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
- Go to Settings
- Click Billing
- Select the Bill Themes subtab
- Click on the theme that you'd like to edit
- From the menu at the top-left, choose Statements of Account > Client Account
- Select Account Summary