Objective:
- Deduct Trust Balance from the Amount Due on a Bill
- Reflect total balance less amount in trust
Environment:
- Clio Web App
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 transferred from trust into your operating account as earned funds
- Updates to your Bill Theme should be saved automatically. If not, you will see a green Save button (click there)
Procedure:
- Go to Settings
- Select Billing
- Click on Bill Themes
- Click on the Theme that you would like to Edit
- 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