KCS - How to Show Total Overdue Balance in the Detailed Statement of Accounts

Objective:

  • Include all Client's invoices the detailed statement of accounts on a Bill
  • How to show past due balance on Bill

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings and select Billing
  2. Select the Bill Themes sub-tab
  3. Select the Bill Theme you would like to edit
  4. Select Statement of Accounts
  5. Select Detail of Accounts
  6. Select Show Detailed Statement 
  7. Check Include all Clients' Matters 

 

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