How to Only Show Trust Amounts for Matters on the Bill within the Summary of Accounts

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