Objective:
- Trust Funds belonging to one Matter are showing up on an Invoice for the Client's other Matter
- Showing only Trust Funds for a specific Matter on an Invoice
Environment:
- Clio Manage
Additional Information:
- n/a
Answer:
Your Bill Theme settings are configured to include all of the Client's Matters. To look into this further, access Settings > Billing > Bill Themes and ensure the Bill Theme is configured with the following settings:
- 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