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:
- Go to Settings
- Click Billing
- Select Bill Themes
- Click on the theme that you wish to edit
- From the menu at the top-left, select Statements of Account
- Click Client Account
- Select either Account Summary or Account Details
- Account Summary shows just the account balance
- Account Details lists each transaction
- Check the box to Include Operating Account History