Objective:
- Remove Trust information in the Summary of Accounts for Matters that aren't on the Bill.
Environment:
- Clio Manage
Additional Information:
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.
Procedure:
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