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Why Is the Outstanding Balance Amount on a Bill Larger Than I Expect?

Objective:

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

Environment:

  • Clio Manage

Additional Information:

  • The section on a Bill is labelled "Statement of Accounts", 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 sub-tab 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. 

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