KCS - How to Show all of a Client's Outstanding Bills 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 Web App

Additional Information:

n/a

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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality