Introducing The Law Community, the online community just for Clio customers. Sign up now.

Is There a Way to Show Only the Last/Most Recent Payment Made on a Bill Rather than All Payments, Using Bill Themes?

Question:

  • I want to show my client the last posted payment that was made on the invoice. Is there a way for me to do this?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes, you can apply this setting in your bill themes. To do so:

  • Navigate to Settings 
  • Click Billing
  • Select the Bill Themes sub-tab
  • Choose the bill theme that will be used for this type of bill 
  • Select Statement of Accounts
  • Select Summary of Accounts
  • Choose the '(Outstanding Balance + New Charges) - (Payments) = Amount Outstanding' option

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality