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How to Show All of a Client's Previous Payments on a New Bill


  • Show previous Bill Payments on new Invoice
  • Full list of Client Payments


  • 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


  1. Go to Settings
  2. Select Billing
  3. Choose Bill Themes
  4. Click on the theme that you wish to edit
  5. From the menu at the top-left, choose Statement of Accounts Client Account
  6. Select Account Details
  7. Check the box to Include Operating Account History
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