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 > Client Account > Account Details