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How to Show/Hide Trust Funds in Balance Calculations on a Bill

Objective:

  • How do I get my bill to include the trust funds that are available?

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to Settings
  2. Click on Billing
  3. Click on Bill Themes
  4. Select Statement of Accounts
  5. Select Detail of Accounts
  6. Check/Uncheck the box to Show Detailed Statement
  7. Check/Uncheck the box to Include Trust Funds in balance calculations
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