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Can I Make it so that the Total Outstanding Balance on my Bill Only Includes the Matter on that Bill?

Objective:

  • Clients are complaining about their invoice outstanding balance being combined. It is hard to figure out the total owed when you have 3 matters and they are combined. Can I make it so the matters do not combine outstanding balances?

Environment:

  • Clio Web App

Additional Information:

Yes, you can do so by adjusting the bill themes, as well as making sure that you are generating the bill for the specific Matter and not generating a multi-Matter bill. 

Answer:

To only show the Total Outstanding Balance for a single Matter of a client:

  1. Go to Settings and select Billing
  2. Select the Bill Themes sub-tab
  3. Select the Bill Theme you would like to edit
  4. Select Statement of Accounts
  5. Select Detail of Accounts
  6. Select Show Detailed Statement 
  7. Un-check Include all Clients' Matters 
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