KCS - How to Add Detailed Statement of Account to Bills

Objective:

  • Include Detailed Statement of Account to Bills
  • Show outstanding Bills on the current Bill
  • How To Show Outstanding Balance From Previous Bills On Current Bill

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click Settings
  2. Click Billing
  3. Click Bill Themes
  4. Select the Bill Theme you would like to edit
  5. Click Statement of Account 
  6. Click Detail of Accounts
  7. Check the box for Show Detailed Statement

 

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