Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to only show outstanding balance for Matters on Bill

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  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