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How to Include a Client's Total Overdue Balance on a Bill

Objective:

  • Include a Client's Total Overdue Balance on a Bill 
  • Include a Statement of Accounts on a Bill
  • Include total outstanding amounts on a Bill  
  • Display a running total of overdue balances 
  • Generate a single Invoice for all outstanding amounts
  • Include all client's Matters on the Detailed Statement of Account
  • Carry over existing balance to current invoice

Environment:

  • Clio Web App 
  • Settings > Billing > Bill Themes 

Additional Information:

n/a

Procedure:

1. Select Settings
2. Select Billing 
3. Select Bill Themes 
4. Select the Bill Theme 
5. Select Statement of Accounts
6. Select Detail of Accounts 
7. Check the box to Show Detailed Statement 

 

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