If you want your revenue bills to display client trust information, a number of options are available in Bill Themes.
To access Bill Theme options, go to your Clio Settings panel and click on "Billing" in the Clio Settings column. In the Billing settings, click the "Bill Themes" sub-tab. For general information about working with Bill Themes, see our "Bill Themes" articles.
To show a snapshot calculation of clients balances and total in trust, you can enable the "Summary Statement".
Enabling the "Detailed Statement" will display a table of outstanding invoices including outstanding Trust Requests.
Client Account Details Table
Enabling the "Client Account" table will display all trust transactions related to the client or billed Matter.
NOTE: Any changes you make to the Bill Theme will be applied to existing Bills using that theme.