How To Show Only Trust Amounts for Matters on a Bill within the Client Account Section

Objective:

  • To remove Trust information in the Client Account section for Matters that aren't on the Bill.

Environment:

  • Clio Manage

Additional Information:

For information on how to show only Trust amounts for Matters on a Bill within the Summary Account Section click here.

Any Bills using this Bill Theme will be updated automatically.

Procedure:

Go to Settings
Go to Billing then Bill Themes
Click on the Bill Theme you wish to edit
Pick Statement of Accounts > Client Account
Checkmark the box beside Only show Trust amounts for matters on the bill

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