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How to Add Summary of Accounts to Bills

Objective:

  • Show the total balance due on the first page of your Bills
  • Include a list of a client's outstanding trust funds on their Bill

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to Settings
  2. Go to Billing
  3. Select Bill Themes
  4. Click on your Bill Theme you want to edit
  5. Click Statement of Accounts
  6. Select the desired Summary Detail Level
  7. Click Summary of Accounts
  8. Under Show Summary Statement, tick Above Line Items or Below Line Items

 

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