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