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How to Show or Hide Trust Funds on a Bill


  • How to Show/Hide Trust Funds in Balance Calculations on a Bill
  • How do I get my bill to include the trust funds that are available?


  • Clio Manage

Additional Information:

  • If the procedure outlined below does not resolve the issue, please ensure that your trust account has the Type set to Trust.
  • Regardless of changes made to Bill Themes, payments from trust must be applied to Bills manually in order to be transferred from Trust into your Operating account as earned funds
  • Updates to your Bill Theme will be saved automatically. If not, you will see a green Save button. 


  1. Go to Settings
  2. Select Billing
  3. Click on Bill Themes
  4. Click on the Theme that you would like to Edit
  5. From the menu at the top-left:
    • To show the total balance due, less the amount in trust, choose Statement of Accounts Detail of Accounts > check the boxes to Show Detailed Statement and Include Trust Account in balance calculations
    • To show the balance in trust separately, choose Statement of Accounts Client Account > check the box for Account Summary
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