KCS - 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:

n/a

Answer:

When generating Bills, uncheck "Combine multiple matters for one client into a single bill".

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