2017

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KCS - How to include Matter to Matter Transfer Transactions on a Bill

Objective:

  • Display the transfer of trust funds from one Matter to another on the Bill Theme

Environment:

  • Clio Web App
  • Bills
  • Bill Themes

Additional Information:

n/a

Procedure:

  1. Select the gear icon to access the settings
  2. Select Billing under the Clio Settings
  3. Select the Bill Themes sub-tab
  4. Select the preview image of the theme you want to change
  5. Select Statement of Accounts > Client Account 
  6. Check the box to Include matter-to-matter transfer transactions

 

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