KCS - How to Include 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 the boxes to both Show Detailed Statement and Include Trust Funds in balance calculations
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