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How to Show Amounts Owing on all of a Client's Matters on a Single Matter Bill

Objective:

Use Bill Themes to display Outstanding Balances for all the client's unpaid Bills, regardless of Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click Billing
  3. Click Bill Themes
  4. Select a specific Bill Theme
  5. Go to Statement of Accounts
  6. Click Detail of Accounts
  7. Click the box beside Show Detailed Statement
  8. Click the box beside Include all clients' Matters

 

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