KCS - How to Display a Client's Trust Ledger on a Bill

Objective:

  • Showing Trust information on Bill Themes
  • Include Trust Account information on a Bill Theme
  • Add Client retainer information to a Bill
  • Add Trust account history to Bill Theme
  • How to Add Trust information to Bills 

Environment:

  • Clio Web App 

Additional Information:

  • If the client has no Trust transactions, nothing will appear on the Bill
  • Optional: If desired, you can also check off Only show Trust amounts for matters on the bill and/or Include matter-to-matter transfer transactions

  • Select Account Summary to only show the total account balance

  • Select Account Details to list all transactions

Procedure:

  1. Select Settings
  2. Select Billing
  3. Select the Bill Themes subtab
  4. Click the image of the Bill Theme you wish to edit
  5. From the menu at the top-left of the Edit Bill Theme page, select Statement of Accounts
  6. Select Client Account 
  7. Select Account Details
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