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:

Your Bill Theme settings are configured to include all of the Client's Matters. To look into this, access Settings Billing Bill Themes and click on the Theme in question. Here is what to look for: 

  • Statement of Account > Summary of Account > Only show Trust amounts for matters on the bill should be checked
  • Statement of Account > Detail of Account > Include all clients' Matters should be unchecked
  • Statement of Account > Client Account > Only show Trust amounts for matters on the bill should be checked
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