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How to Show Outstanding Balances for all of a Client's Matters on a Current Bill

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 Account
  6. Check Show Detailed Statement
  7. Check the Include all Client's Matters

 

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