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?

Environment:

  • Clio Web App

Additional Information:

N/A

Procedure:

  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. Select Account Summary
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