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

Objective:

  • 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 Web App

Additional Information:

N/A

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 Statements of Account > Client Account
  6. Select Account Summary
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