KCS - Why Are Trust Funds for a Client's Other Matter Showing Up On An Invoice?

Objective:

  • Trust Funds from a different Matter for the same Client showing up on Invoice
  • Funds on Matter level showing on Invoice for a different Matter for the same Client

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

This is likely a Bill Theme Setting. Be sure the option for 'Only show Trust amounts for matters on the bill' is selected. For more information on the steps to do this, refer to this this article. 

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