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
-
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:
- Select Settings
- Select Billing
- Select the Bill Themes subtab
- Click the image of the Bill Theme you wish to edit
- From the menu at the top-left of the Edit Bill Theme page, select Statement of Accounts
- Select Client Account
- Select Account Details (all transaction info), Account Summary (for balance only), or Hidden (to remove the section)
- If desired, you can also check off Only show Trust amounts for matters on the bill and/or Include matter-to-matter transfer transactions