Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Why Is the Outstanding Balance On Bill Larger Than I Expect?

Objective:

  • Total Amount Outstanding for an invoice on Summary of Accounts too large
  • Statements of Account on Bill looks wrong 

Environment:

  • Clio Web App

Additional Information:

While the section on a Bill is labelled "Statement of Account", it is called "Summary of Account" in Bill Themes. Summary of Account is used here to avoid confusion with the Detailed Statement of Account and the Statements of Account subtab in Bills. 

Answer:

If the "Combine multiple matters for one client into a single bill" checkbox is selected when generating a Bill, the Outstanding Balance of a Bill's Summary of Account will include the Outstanding Balance of all Matters for that Client, even if the Bill only displays one Matter. 

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