How to Show the Operating Account on Bills

Objective:

• Record current operating balance on invoice
• Display previous transactions on a bill
• How to display Retainer being held in Operating

Environment:

• Clio Manage

Additional Information:

N/A

Procedure:

1. Go to Settings
2. Click Billing
3. Select Bill Themes
4. Click on the theme that you wish to edit
5. From the menu at the top-left, select Statement of Accounts
6. Click Client Account
7. Select either Account Summary or Account Details 
   • Account Summary shows just the account balance
   • Account Details lists each transaction
8. Check the box to Include Operating Account History