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KCS - How Do I Show My Client's Escrow Account on a Bill?


  • 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
  • Bills
  • Bill Themes
  • Settings

Additional Information:



  1. Go to Settings.
  2. Click Billing and select Bill Themes.
  3. Open the Bill Theme buy Double Clicking.
  4. Select Statements of Account the click Client Account. 
  5. Click Account Details for all transactions in and out, or Account Summary for just the balance. 


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