Objective:
- Show previous Bill Payments on new Invoice
- Full list of Client Payments
Environment:
- Clio Manage
Additional Information:
- Select the theme marked as Default to have these changes automatically update new bills and existing bills using that theme
- Most changes made to the theme should save automatically (if not, you will see a green Save button--click there)
- If you created or edited a non-default theme, that can be selected on the individual invoice within the Options section under Change bill theme
- If Only show Trust amounts for matters on the bill is unchecked, Transactions will be included on the bill that relate to the client's other matters (if applicable)
- You can add the Detailed Statement of Account to show payments towards outstanding bills, however this will not include bills that are fully paid
Procedure:
- Go to Settings
- Select Billing
- Choose Bill Themes
- Click on the theme that you wish to edit
- From the menu at the top-left, choose Statement of Accounts > Client Account
- Select Account Details
- Check the box to Include Operating Account History