KCS - An Invoice does not Show up on the Detailed Statement of Account

Issue:

  • An Invoice belonging to the same client is not appearing in the Detailed Statement of Accounts, but does show up on the Account Receivable report. 

Environment:

  • Clio Web App 

Additional Information:

n/a

Cause:

  • The invoice that is missing belongs to another Matter, and the Detailed Statement of Accounts is set to only display invoices belonging to the current Matter. 

Resolution:

  1. Select Settings 
  2. Select Billing 
  3. Select Bill Themes 
  4. Select the Bill Theme that is applied to the Bill 
  5. Select Statement of Accounts 
  6. Select Detail of Accounts 
  7. Check the box Include all client's Matters

 

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