- How do I show the Trust Account on my Bill?
- Can I show a Client's Trust Balance on a Bill?
- Is there a way to show the IOLTA Account on the Bill?
- Clio Web App
- Bill Themes
- Go to Settings.
- Click Billing and select Bill Themes.
- Open the Bill Theme buy Double Clicking.
- Select Statements of Account the click Client Account.
- Click Account Details for all transactions in and out, or Account Summary for just the balance.