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KCS - 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

 

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