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KCS - How to Hide Trust and Operating Account Details on a Bill?


  • Remove a Client's Trust and Operating Account Information from a Bill


  • Clio Web App

Additional Information:



  1. Go to Settings
  2. Click on Billing in the third column
  3. Click the Bill Themes sub-tab
  4. Select the image of the Bill Theme you would like to edit
  5. Click on Statement of Accounts in the first column
  6. Click Detail of Accounts in the second
  7. Uncheck the box for Show Detailed Statement

Optional: Uncheck Include Trust Account in Balance Calculations to remove Trust Amounts from the Bill Preview entirely

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