This article may be out of date!
Visit the New Knowledge Center

How to Only Show Outstanding Balance for Matters on Bill


  • Show outstanding balance for Matters on bill only
  • Do not show all Matters outstanding balance for Client on bill


  • Clio Manage

Additional Information:



  1. Go to Settings
  2. Click Billing
  3. Click Bill Themes
  4. Click on the Bill Theme you wish to edit
  5. Click Statement of Accounts
  6. Click Detail of Accounts
  7. Make sure to uncheck the box beside Include all clients' Matters


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