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

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:

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