KCS - 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 Web App

Additional Information:

How to Turn Off the Operating Account on Bills

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 Statements of Account
  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
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