Objective:
- To remove Trust information in the Client Account section for Matters that aren't on the Bill.
Environment:
- Clio Web App
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:
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Go to Settings
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Go to Billing then Bill Themes
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Click on the Bill Theme you wish to edit
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Pick Statement of Accounts > Client Account
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Checkmark the box beside Only show Trust amounts for matters on the bill