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Why are Trust Funds for one of a Client's Matters Appearing on an Invoice for Another Matter?

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
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