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How to Show Outstanding Balances For All of a Client's Matters on a Current Bill


  • 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


  • Clio Manage

Additional Information:

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


  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


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