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