Objective:
- Show outstanding balance for Matters on bill only
- Do not show all Matters outstanding balance for Client on bill
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to Settings
- Click Billing
- Click Bill Themes
- Click on the Bill Theme you wish to edit
- Click Statement of Accounts
- Click Detail of Accounts
- Make sure to uncheck the box beside Include all clients' Matters