- Remove Trust information in the Summary of Accounts for Matters that aren't on the Bill.
- Clio Manage
Any Bills using this Bill Theme will be updated automatically.
For information on how to show only Trust amounts for Matters on a Bill within the Client Trust Account Section click here.
1. Go to Settings
2. Go to Billing then Bill Themes
3. Click on the Bill Theme you wish to edit
4. Pick Statement of Accounts > Summary of Accounts
5. Checkmark the box beside Only show Trust amounts for matters on the bill