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