KCS - How To Show all Interest Due for Past Bills on Client's Current Bill

Objective:

  • Edit Bill Theme to show all Interest owing on previous invoices on Client's current invoice

Environment:

  • Clio Web App

Additional Information:

Detailed Statement of Account will also show balances and payments on past due invoices.

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Bill Themes
  4. Select the Bill Theme
  5. Click Statements of Account
  6. Click Detail of Accounts
  7. Select Show Detailed Statement

 

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