KCS - 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 Web App

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
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