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:
- Go to Settings
- Click Billing
- Click Bill Themes
- Select a specific Bill Theme
- Go to Statement of Accounts
- Click Detail of Accounts
- Click the box beside Show Detailed Statement
- Click the box beside Include all clients' Matters