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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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