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How to Display/Hide 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 
  • Include Disbursements on Bill
  • Hide Trust Account Section from Bill
  • Remove Trust Ledger Section from Invoice
  • Hide Client Account Section

Environment:

  • Clio Manage

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

  • Select Hidden to hide the section from the Bill

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 (all transaction info), Account Summary (for balance only), or Hidden (to remove the section)
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