Objective:

• How to edit a Bill Theme to show outstanding bills for all a Client's Matters under the Detailed Statement of Accounts field on a bill

Environment:

• Clio Manage

Additional Information:

• To show a Client's available funds in Trust on a Bill, see here.

Procedure:

1. Go to Settings
2. Select Billing
3. Choose Bill Themes
4. Click on the theme that you wish to edit
5. From the menu at the top-left, choose Statement of Accounts > Detail of Accounts
6. Check Show Detailed Statement
7. Check the Include all Client's Matters