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KCS - How to Show the Operating Account on Bills


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


  • Clio Web App

Additional Information:

How to Turn Off the Operating Account on Bills


  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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