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 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:

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 > Client Account

5. Checkmark the box beside Only show Trust amounts for matters on the bill