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
- Remove Other Invoice Information from Bill Themes
- How to Show / Remove Past Invoice Details from Bills
Environment:
- Clio Web App
Additional Information:
n/a
Procedure:
- Click Settings
- Click Billing
- Click Bill Themes
- Select the Bill Theme you would like to edit
- Click Statement of Account
- Click Detail of Accounts
- Check or uncheck the box for Show Detailed Statement